December 27, 1995
TO: SALES FORCE MARKETING COMMITTEE No. 64-95
BROKER/DEALER ASSOCIATE MEMBERS No. 27-95
RE: FINAL AGENDA: JANUARY 18, 1996 MEETING
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Attached is the final agenda for the January 18, 1996 meeting of the Sales Force Marketing Committee,
which is scheduled for 8:00-10:30 am at the Sonesta Beach Hotel in Key Biscayne, Florida.
As you will note from the agenda, the Sales Force Marketing Committee meeting will feature three
concurrent breakout sessions. The session on asset allocation will be led by Dave Conine of Merrill
Lynch; Bob Leo of MFS Distributors, Inc. will lead the discussion on mutual fund wrap fee accounts;
and the session on the no-load marketplace will be led by Dick Humphrey of Van Kampen American
Capital. These sessions will be open only to members (or their substitutes) of the Sales Force
Marketing Committee and to broker/dealer associate members.
If you have not already returned a registration form indicating your preference for breakout sessions,
please fax the attached form to the Institute as soon as possible. If you do not register for a specific
breakout session, you will be assigned to one based on space considerations.
If you have any questions about the agenda, or if I can be of assistance in any way, please call me at
202/326-5883. I look forward to seeing you in January.
Linda Brenner
Director, Sales Force Marketing
and Financial Planning Services
Attachments