March 13, 1996
TO: BROKER/DEALER ASSOCIATE MEMBERS No. 4-96
SALES FORCE MARKETING COMMITTEE No. 9-96
RE: MARK YOUR CALENDARS: APRIL 19, 1996 SALES FORCE MARKETING
COMMITTEE MEETING
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As you are aware, the next meeting of the Institutes Sales Force Marketing Committee will be held from
9:30 a.m. to 12:30 p.m. on Friday, April 19, 1996 in the David Silver Conference Room on the 12th floor
of the Institute offices at 1401 H Street, NW in Washington, DC. You should have already received a
registration form for this meeting under separate cover.
Please return your registration form as soon as possible to ensure that you do not miss this meeting,
which will feature several timely and interesting presentations, including:
Mary McAvity, a consultant with Cerulli Associates, Inc., will explore the state of the fee-based
financial advisor industry, and
a panel of industry experts will provide the futurists view of mutual fund and variable annuity
distribution in the year 2010.
The Committee meeting will be followed by a luncheon, which will provide you with additional
networking opportunities. If you have any questions about the meeting, or if have not yet received your
registration form, please call my assistant, Darlene Eberhardt, at 202/326-5868. We look forward to
seeing you in April.
Linda Brenner
Director, Sales Force Marketing
and Financial Planning Services