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Financial Planning

Financial Planning

Plan your financial future.

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Financial Planning Conference

October 27 & 28, 2022
Annenberg Presidential Conference Center
Texas A&M University | College Station, Texas

We are so excited to host the 2022 Financial Planning Career & Education Conference!
Please join us as we build and invest in the future of financial planning.

 

Overview of events

THURSDAY, OCTOBER 27
Annenberg Presidential Conference Center

Career Fair Tables  9:00 AM – NOON
This session is open to all firms looking to hire students for full-time careers and for internships. Space will be limited and advance registration is required.

Lunch
 NOON – 1:00PM

Student Showcase Presentations
 1:00 – 3:00PM
This new element of our event is designed 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 27 to present their plan. 

TEDx Style Talks
 3:30 – 4:30PM
A long-time crowd favorite, this session features a blend of recent former students, seasoned industry professionals, and industry experts who share insightful messages with our audience.

Networking & Welcome Reception 
4:30 – 5:30PM
Attendees are invited to network and enjoy light hors d’oeuvres before we move into the evening events.

Student Recognition & Awards Banquet
 6:00 – 8:00PM
Come help us celebrate our outstanding students while networking with industry professionals and program supporters. Scholarship winners will be recognized and outstanding former students will be celebrated for their achievements.

FRIDAY, OCTOBER 28

Interview Sessions 
8:00AM – 4:00PM
These sessions are available to sponsors and firms participating in the Career Fair session on Thursday. Companies who wish to interview students on Friday will schedule interviews with students during the Career Fair on Thursday. All interview sessions will take place at the Texas A&M Career Center.

Former Student Networking
 
Former students staying in town for the football game on Saturday are encouraged to network. Bryan-College Station has grown significantly over the past few years and boasts a wide variety of attractions such as Big Shots Golf, BCS Axe House, Century Square, and more. Check out Visit College Station and Destination Bryan for more information.

Advisory Board Meeting (by invitation only) TBD

Advisory Board members will be meeting to provide guidance, feedback, and suggestions for the program.

SATURDAY, OCTOBER 29

Financial Planning Student Association Tailgate 
TBD
Our student organization is hosting a tailgate before the Ole Miss game. Current students, former students, and conference attendees are invited!

Registration (pre-registration is closed)

Industry Professional Individual Attendee | $100
Includes access to lunch, all afternoon events, the Networking Reception and Awards Banquet, and all day parking in a reserved lot near event venue. Individual attendee registration does not include a table at the Career Fair. 

Group and Sponsor Packages | $350 – $5,000
(Sponsor Registration for the Career Fair has closed)
All packages include access the Career Fair, afternoon events, the Networking Reception and Awards Banquet, and all day parking in a reserved lot near event venue. Capacity is limited for Career Fair tables, so registration may become unavailable. All packages include at least one reserved interview room at the Career Center on Friday, October 28.

Student Attendees
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 2022 Sponsors!he 2022 Title Sponsor is Briaud Financial Advisors

 

 

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Conference Coordinators

Nathan Harness, Ph.D., CFP® | Director of Financial Planning
Jeanie Izurieta | Program Manager
Chris Moore, CFP® | Instructor
Nick Kilmer | 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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