CFDD's 2009 Advisor Conference Exhibitor CFDD's 2009 Advisor Conference Agenda CFDD's 2009 Advisor Conference Attendee Default

Industry Conferences

October 2008

P&I/IBF West Coast DC Conference

10/19 – 10/21/08
P&I/IBF West Coast DC Conference
P&I/IBF
Fairmont Hotel
San Francisco, CA
November 2008

Schwab ADVANTAGE (TPA)

11/17 – 11/19/08
Schwab ADVANTAGE (TPA)
Schwab
Westin St. Francis Hotel
San Francisco, CA
December 2008

InvestmentAdvisor

12/02 – 12/03/08
InvestmentAdvisor
Advisor Summit
JW Marriott
Washington, DC

BD Round Table & Advisor Forum

12/07 – 12/09/08
BD Round Table & Advisor Forum
DCP/401kExchange
PGA National Resort & Spa
Palm Beach Gardens, FL
January 2009

Mid-Sized Retirement & Pension Plan Management Conference

1/25 – 1/28/09
Mid-Sized Retirement & Pension Plan Management Conference
University Conference Services
Hilton Walt Disney World
Orlando, FL
February 2009

Partnership 2009 National Conference

2/04 – 2/07/09
Partnership 2009 National Conference
TD Ameritrade
Caesars Palace
Las Vegas, NV

2009 Marketing Conference

2/22 – 2/25/09
2009 Marketing Conference
NAVA
JW Marriott Desert Springs Resort & Spa
Palm Desert, CA
March 2009

Morningstar Ibbotson Conference

3/04 – 3/06/09
Morningstar Ibbotson Conference
JW Marriott Grande Lakes
Orlando, FL

Mid-Sized Retirement & Pension Plan Management Conference

3/10 – 3/13/09
Mid-Sized Retirement & Pension Plan Management Conference
University Conference Services
Grand Hyatt
San Francisco, CA

Midwest Regional Conference

3/25/09
Midwest Regional Conference
PSCA
Gleacher Center
Chicago, IL

2009 Retirement Income Summit

3/30 – 3/31/09
2009 Retirement Income Summit
InvestmentNews
Grand Hyatt New York
NY, NY
April 2009

38th Annual Retirement & Benefits Management Seminar

4/23-4/24/09
38th Annual Retirement & Benefits Management Seminar
USC Moore School of Business
Hilton Charlotte Executive Park
Charlotte, NC

2009 NIPA Annual Forum & Expo

4/26 – 4/29/09
2009 NIPA Annual Forum & Expo
NIPA
Planet Hollywood Resort
Las Vegas, NV
May 2009

Mid-Sized Retirement & Pension Plan Management Conference

5/05 – 5/08/09
Mid-Sized Retirement & Pension Plan Management Conference
University Conference Services
Boston Marriott Copley Place
Boston, MA

2009 Fi360 Annual Conference

5/06 – 5/08/09
2009 Fi360 Annual Conference
Fi360
Westin Kierland Resort & Spa
Scottsdale, AZ

Morningstar Investment Conference

5/27 - 5/27/09
Morningstar Investment Conference
Morningstar
Hyatt Regency McCormick Place
Chicago, IL
June 2009

INSITE 2009

6/03 – 6/05/09
INSITE 2009
Pershing
The Westin Diplomat Resort & SPA
Hollywood, FL

SPARK National Conference

6/14 – 6/16/09
SPARK National Conference
SPARK
Mandarin Oriental Hotel
Washington, DC

Washington DC Public Policy Fly-in

6/17/09
Washington DC Public Policy Fly-in
PSCA
The Capitol Hill Club
Washington, DC
September 2009

Schwab IMPACT

9/13-/916/09
Schwab IMPACT
Schwab
San Diego, CA

PSCA National Conference

09/21 - 9/24/09
PSCA National Conference
Fairmont Scottsdale Princess Resort
Scottsdale, AZ
October 2009

2009 Fall Professional Development Conference

10/01 – 10/03/09
2009 Fall Professional Development Conference
IMCA
Atlanta Marriott Marquis
Atlanta, GA

CFDD Advisor Conference

10/05 - 10/07/09
CFDD Advisor Conference
CFDD
Fairmont Scottsdale Princess Resort
Scottsdale, Arizona

FPA Anaheim 2009

10/10 – 10/13/09
FPA Anaheim 2009
FPA
Anaheim Convention Center
Anaheim, CA
November 2009

ASPPA Annual Conference

11/01 – 11/04/09
ASPPA Annual Conference
ASPPA
Washington, DC

SPARK Forum

11/08 – 11/10/09
SPARK Forum
SPARK
The Breakers
Palm Beach, FL

Financial Advisor Orlando Symposium

11/09 – 11/11/09
Financial Advisor Orlando Symposium
Financial Advisor
The Peabody Orlando
Orlando, FL
January 2010

Business Management Conference

1/09– 1/11/10
Business Management Conference
NIPA
Sanctuary on Camelback Mountain
Scottsdale, AZ

INSIDE ETFS

1/10-1/12/10
INSIDE ETFS
ETFR & FA
Boca Raton Resort & Club
Boca Raton , FL
March 2010

The ASPPA 401k SUMMIT

3/14 – 3/16/10
The ASPPA 401k SUMMIT
ASPPA
Orlando, FL
April 2010

The Retirement Industry Conference

4/11 – 4/13/10
The Retirement Industry Conference
LIMRA, LOMA, NAFA & SOA
Renaissance Washington DC Hotel
Washington , DC
May 2010

NAPFA National Conference

5/17 – 5/21/10
NAPFA National Conference
NAPFA
Hilton Chicago
Chicago, IL

IMCA Annual Conference

5/17 – 5/19/10
IMCA Annual Conference
IMCA
Hilton Orlando Bonnet Creek
Orlando, FL

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