SCHEDULE OVERVIEW
Thursday, November 21
Networking dinner with students and financial planners
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Careers in Financial Planning: The Good, the Bad, and the Downright Awesome! (PDF)
Alan Moore, MS, CFP®, NAPFA Genesis Chair, Serenity Financial Consulting (Bio)
Friday, November 22
What Macroeconomic Variables Should We Be Watching in these Uncertain Times? (PDF)
John Penson, Jr., Regents Professor and Stiles Professor, Texas A&M University (Bio)
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What’s the Role of Reverse Mortgages in Providing Sustainable Retirement Income? (PDF)
John Salter, CFP®, AIFA®, Associate Professor, Texas Tech University (Bio)
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How Are We Serving the Middle-Market for Financial Planning? (PDF)
Nathan Harness, CFP®, Assistant Professor and Coordinator of International Studies, Texas A&M-Commerce (Bio)
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What are the New Issues in Planning for Healthcare in Retirement? (PDF)
Matt Sheffield, Senior Regional Investment Consultant, Fidelity Investments (Bio)
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Panel Discussion: What are the Educational Priorities for Future Financial Planners?
Panelists:
Tara L. Scottino, CFP®, Senior Vice President, Carter Advisory Services, Inc. (Bio)
Philip Gibson, Assistant Professor, University of the Incarnate Word (Bio)
Jared Pickens, CFP®, AFC, CRC, Senior Lecturer, University of Texas–Dallas (Bio)
William “Bill” Gustafson, Professor, Texas Tech University (Bio)
Contact us if you have any questions:
financialplanning@tamu.edu | 979.845.5223