October 29, 2021
Annenberg Presidential Conference Center
Texas A&M University
College Station, Texas
We are so excited to host the 2021 Financial Planning Career & Education Conference live!
Please join us for this one-day event and help us build the future of financial planning.
Overview of Events for Students
9:00 AM – 11:00 AM | Career Fair
If you are seeking an internship or full-time position for wealth management, financial planning, financial analyst, or financial advising, then this will be the best opportunity for you to connect with companies looking to hire. We have a wide range of companies participating this year, so be sure to check out the list below and do your research ahead of time.
Noon – 2:00 PM | NEW! Student Case Presentations
We are so excited to introduce this new element that pairs students with mentors in the profession. The idea is to help our students grow in their presentation skills while engaging with industry professionals. Students will be provided a financial planning case and solution in advance, then assigned a 20-minute slot on October 29 to present their plan.
2:00 – 3:30PM | TEDx Style Talks
We are expanding our popular student-only session from previous events and opening it up to everyone. Expect to be inspired, engaged and empowered during these sessions.
5:00 PM | Networking Reception & Awards Banquet
Come help us wrap-up the day and celebrate our outstanding students while networking with industry professionals and program supporters.
Companies Participating in the Career Fair
| Carter Financial Management | Holistiplan |
| Willis Johnson & Associates | Traditions Wealth Advisors |
| Briaud Financial Advisors | Bent Oak Capital |
| Clintsman Financial Planning | SFMG Wealth Advisors |
| S Harris Financial Group | CFO4Life |
| UBS Financial Services | 49 Financial |
| Northwestern Mutual | IMG Financial Group |
| Aspen Wealth Management | Strata Wealth Advisors |
| Financial Synergies Wealth Advisors | Linscomb & Williams |
| Chessman Wealth Strategies | BKD Wealth Advisors |
| North Star Resource Group | Empower Wealth Advisors |
Registration
Student Registration for the Lunch & Banquet Sessions is sold out. The Career Fair Session is open to everyone and does not require advance registration.
Student registration is limited to currently enrolled students at Texas A&M University. Everyone is invited to attend the Career Fair from 9AM – 11AM. If you plan to attend events taking place after 11AM, we request that you register so we have an accurate headcount for food. Registration is not required if you only want to attend the Career Fair.
Location
Annenberg Presidential Conference Center
All events will take place at the Annenberg Presidential Conference Center, located on the Texas A&M University campus in College Station, Texas.
Frequently Asked Questions
Why should I attend?
- Connect with peers and network with industry professionals
- Explore emerging topics and trends in financial planning
- Learn from industry and academic experts
- Find your next internship or full-time position.
How do I participate in the Career Fair?
Bring copies of your résumé and practice your elevator pitch ahead of time. Be prepared to introduce yourself to the participating companies and explain why you are interested in financial planning.
What is the dress code for the conference?
Business professional attire is recommended for all events (Career Fair, afternoon sessions, Networking Reception and Awards Banquet).
What meals will be provided?
For students who registered and selected Option 2, lunch will be provided between 11AM and Noon. A plated dinner will be provided at the Awards Banquet.
Where can I park?
If you currently have a TAMU parking pass, you can park in Lot 43. Please DO NOT park Lot 41. Anyone parking in Lot 41 runs the risk of being towed. If you do not have a TAMU parking pass, you can park in Fan Field.
Thank you to our 2021 Sponsors!
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
