2019 Conference Main

Financial Planning Conference

OCTOBER 24 & 25, 2019
Hilton College Station & Conference Center | College Station, TX

Presented by the Financial Planning Program at Texas A&M University, this two-day event is about networking, learning, and engaging. Financial planning firms are invited to connect with our students who are looking for jobs and internships during the career and interview sessions. Industry professionals are invited to attend the education sessions to learn about leading-edge strategies for their practice and explore emerging topics in financial planning.

SCHEDULE

THURSDAY, OCTOBER 24
Career & Interview Sessions | 8:00 a.m. – 5:00 p.m.
Welcome & Networking Reception, Hilton College Station | 5:30 – 7:00 p.m.
Recognition Banquet, Hilton College Station | 7:00 – 9:00 p.m.

FRIDAY, OCTOBER 25
7:00 – 8:00 a.m.
Registration and Breakfast

8:15 – 9:15 a.m.
Radical Career Development and Building a Foundation for Success
Eddie Kramer, MBA, CFP®, EA
Director of Business Development, Abacus Planning Group

9:30 – 10:30 a.m.
Live Life on Purpose: How to Make Time to Achieve Your Goals in an Overworked World
Travis Parry, Ph.D.
Founder, Make Time Institute

10:45 – 11:45 a.m. (Concurrent Session)
Authorship: A Written Legacy
Jim Whiddon, CFP®, ChFC®, CLU®
Founder & CEO, The Old School

10:45 – 11:45 a.m. (Concurrent Session)
TEDx Talk Student Edition

noon – 1:15 p.m.
Lunch

1:15 – 2:15 p.m.
Navigating Family Governance & Legacy Planning Issues for UHNW Families
Elizabeth Chand, J.D.
Ultra-High Net Worth Planning Specialist, Morgan Stanley

2:30 – 3:30 p.m.
How Did You Know That? Transferring Knowledge from Founders to G2
Janet Briaud, CFP®, President & John Bohnsack, CFP®, Financial Planner
Briaud Financial Advisors

Who Should Attend?

Firms looking to hire talented students for full-time and/or internship positions
Financial planning and other financial services professionals
Students who are interested in a career in financial planning

Key Benefits of Attending:

Connect with students and network with industry professionals
Explore emerging topics and trends in financial planning
Learn from industry and academic experts
Inspire the next generation of financial planners

Registration

Individual | $140
Price includes tickets to the Welcome & Networking Reception, Recognition Banquet, and all Education sessions.

Group/Sponsor Packages | $350 – $5,000
All packages include access to Interview sessions. Title, Platinum and Gold packages include tickets to the Welcome & Networking Reception, Recognition Banquet, and all Education sessions.

Student
Student registration is limited to currently enrolled students.

Location

Hotel Information
Hilton College Station & Conference Center
801 University Drive East
College Station, TX 77840
979.693.7500

Group Code: FPC19
Group Reservation Name: TAMU Financial Planning Conference
Room Reservation Deadline: October 2, 2019
Room Rate: $139 + tax

*The room rate and room block is valid Wednesday (10/23) and Thursday (10/24).

Thank you to our 2019 Conference Sponsors!