OCTOBER 25 & 26, 2018
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 25
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 26
Registration and Breakfast | 7:00 – 8:00 a.m.
Impact of Artificial Intelligence on Financial Planning Profession | 8:15 – 9:15 a.m.
Catherine Flax, CEO, Pefin
Financial Planning: It’s Not Just for Boomers Anymore | 9:30 – 10:30 a.m.
Alan Moore, CFP®, XY Planning Network & AdvicePay
Impact of Rising Longevity on Society (Concurrent Session) | 10:45 – 11:45 a.m.
Michael Guillemette, Ph.D., CFP®, Texas Tech University
TEDx Talk Student Edition (Concurrent Session) | 10:45 – 11:45 a.m.
Lunch | noon – 1:15 p.m.
Does Gender Influence the Selection of a Financial Advisor | 1:15 – 2:15 p.m.
Matt Sommer, CFA, CFP®, CPWA®, Janus Henderson Investors
Health Care Spending During Retirement | 2:30 – 3:30 p.m.
Andrew Rettenmaier, Executive Associate Director, Texas A&M University
Registration
- Individual | $140 (Banquet + Education sessions only)
- Group/Sponsor Packages | $350* – $5,000
(Interview sessions + Banquet* + Education sessions*) - Student
Location
Career & Interview Sessions | Thursday | Texas A&M Career Center
Welcome & Networking Reception | Thursday | Hilton College Station
Recognition Banquet | Thursday | Hilton College Station
Education Sessions | Friday | Hilton College Station
Hotel Information
Hilton College Station & Conference Center
801 University Drive East
College Station, TX 77840
979.693.7500
Group Code: FPC18
Group Reservation Name: TAMU Financial Planning Conference
Room Reservation Deadline: October 12, 2018
Room Rate: $139 + tax
*The room rate and room block is valid Wednesday (10/24) and Thursday (10/25). Wednesday night occupancy is limited by a separate event being held at the hotel, so make your reservation as soon as possible.
Conference Coordinators
Nathan Harness, Ph.D., CFP® | TD Ameritrade Director of Financial Planning
Jeanie Izurieta | Program Manager
Chris Moore, CFP® | Instructor
Contact: financialplanning@tamu.edu | 979.845.5223
About
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.
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
