2017 Conference

Financial Planning Career & Education Conference
October 26-27, 2017
Hilton College Station & Conference Center
College Station, TX

Please make plans to join us for the 8th Annual Financial Planning Conference, October 26-27, 2017, in College Station, Texas. Don’t miss the opportunity to network with fellow financial planners, interact with students who are interested in joining the profession, and learn about the latest developments in financial planning.

Download a detailed agenda here

THURSDAY, OCTOBER 26
Career & Interview Sessions | 8:00 a.m. – 5:00 p.m.
Welcome Reception, Hilton College Station | 5:30 – 7:00 p.m.
Recognition Banquet, Hilton College Station | 7:00 – 9:00 p.m.

FRIDAY, OCTOBER 27
Registration & Breakfast, Hilton College Station | 7:00 – 8:00 a.m.

Global Economic and Political Issues Panel | 8:15 a.m. – 9:15 a.m. | 1 CEU
Parr Rosson, Ph.D., Department Head of Agricultural Economics, Texas A&M University
William Norris, Ph.D., Assistant Professor, Texas A&M University
Jorge Bermúdez, CEO, Byebrook Group

What to Expect with Emerging Markets | 9:30 – 10:30 a.m. | 1 CEU
Mario DiVito, Investment Specialist
Capital Group

Putting a Value on Your Value: Quantifying Advisor’s Alpha (Concurrent Session) | 10:45 – 11:45 a.m. | 1 CEU
Maria Quinn, Advisor Education Specialist and National Speaker
Vanguard Financial Advisory Services

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

Lunch | noon – 1:15 p.m.

The Extraordinary Client Experience | 1:15 – 2:15 p.m.
Jim Whiddon, CFP®, ChFC®, CLU®, Founder & CEO
The Old School

Applications of Positive Psychology in Financial Planning | 2:30 – 3:30 p.m. | 1 CEU
Martin Seay, Ph.D., CFP®, Associate Professor of Personal Financial Planning
Kansas State University

All sessions on Friday, October 27, will take place at the Hilton College Station & Conference Center, located at 801 University Drive East, College Station, Texas, 77840.

SATURDAY, OCTOBER 28
TAMU vs. Mississippi State University*
Kyle Field, College Station
(*Tickets to the football game are not available through the conference or the Financial Planning program.)

Sponsor Information
If your company is looking to gain additional exposure and an opportunity to interview students, we invite you to explore our sponsorship opportunities. To participate in the student interview process, sponsor registrations must be received by Friday, September 15. Learn more about sponsorship opportunities by visiting our Sponsor Information page.

Registration

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

Group Code: FPC17
Group Reservation Name: TAMU Financial Planning Conference
Room Reservation Deadline: October 20, 2017

*A block of rooms has been reserved at the Hilton College Station & Conference Center for October 26-28. The $139 rate is good Wednesday & Thursday nights. If you stay Thursday night at the Hilton, it will count towards the 2-night minimum required for game day weekends. Friday night is subject to availability.