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Financial Planning Program

Financial Planning Program

Plan your financial future.

College of Agriculture & Life Sciences

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Texas A&M University Financial Planning Career & Education Conference

October 3 & 4, 2024

Annenberg Presidential Conference Center

Texas A&M University | College Station, Texas

We are so excited to host the 2024 Financial Planning Career and Education Conference!

Join us on October 3 for a day of connection, collaboration, and mentorship as we empower the next generation of financial planners to create a better and brighter profession. Let’s build the future of financial planning, together.


Tentative Schedule

October 3, 2024

Annenberg Presidential Conference Center

Career Fair Tables | 9:00AM – NOON
This session is open to sponsoring firms looking to hire students for full-time careers and for internships. Space is limited and advance registration is required. This session offers a valuable opportunity for students to meet with financial firms, explore potential full-time job opportunities, and learn about internship possibilities.

Lunch | NOON – 1:00PM

Student Showcase & Elevator Pitch Competitions | 1:00 – 3:00PM
This event is designed to help our students grow in their presentation skills through mentorship provided by current industry experts. It also enables hiring professionals a rare opportunity to see a potential candidate’s planning ability and presentation potential in action.

TEDx Style Talks | 3:30 – 4:30PM
A long-time crowd favorite, this session features a blend of industry experts, professional speakers, and former students who share inspirational insights, unique perspectives on life as a financial planner, and emerging industry trends.

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

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.

October 4, 2024

Interview Sessions | 8:00AM – 4:00PM
Texas A&M Career Center
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.


Registration

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 on October 3. Individual attendee registration does not include a table at the Career Fair or an interview room on Friday.

Student Attendee

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


Event Locations

Thursday, October 3: Annenberg Presidential Conference Center
All events on Thursday will take place at the Annenberg Presidential Conference Center, located on the Texas A&M University campus in College Station, Texas.


Friday, October 4: Texas A&M Career Center
For sponsoring companies and students participating in interview sessions on Friday, all interview sessions are scheduled to take place at the Texas A&M Career Center. Our office will coordinate room reservations for sponsors with the Career Center.


Conference Updates

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Conference Coordinators

Nathan Harness, Ph.D., CFP® | Director of Financial Planning
Jeanie Izurieta | Program Manager
Nick Kilmer | Instructor
Emily Pyle | Program Coordinator
Contact: financialplanning@tamu.edu | 979.393.0886

Carter Financial 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

Department of Agricultural Economics
Financial Planning Program
(979) 393-0886
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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