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Plan your financial future.

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2021 Conference Overview

Financial Planning Conference

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

9:00 AM – Noon | Career Fair Tables
Instead of pre-scheduled interview sessions, we are introducing a Career Fair style session this year. This will take place on Friday, October 29, from 9AM – Noon. Space is limited and advanced registration is required. 

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. Industry Professionals: we will need your help to mentor and provide feedback to our students.

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. .

Registration

Individual | $100
Includes access to afternoon events, the Networking Reception and Awards Banquet, as well as all day parking in reserved lot near event venue.

Group and Sponsor Packages | $350 – $5,000
All packages include access the Career Fair, afternoon events, as well as the Networking Reception and Awards Banquet, as well as all day parking in reserved lot near event venue. Capacity is limited for Career Fair tables, so registration may become unavailable.

Student
Student registration is limited to currently enrolled students at Texas A&M University. 

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.

Thank you to our 2021 Sponsors!

Title Sponsor Carter Financial Management

 

Willis Johnson & Associates Platinum Sponsor

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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

 

Carter Financial Management, Founder's Club member
KMH Wealth Management, Founder's Club member
Paragon Financial Advisors, Founder's Club member
Jorge A. Bermudez, Founder's Club member
Traditions Wealth Advisors

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Contact us

Financial Planning Program
(979) 845-5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C AGLS Bldg
TAMU 2124
College Station, TX 77843-2124

Links & Resources

CFP Board of Standards
Texas A&M University
College of Agriculture & Life Sciences
Department of Agricultural Economics

Disclaimer

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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