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Financial Planning

Financial Planning

Plan your financial future.

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Workshop 2014


Workshop Registration link Student sign-up Map Lodging

TENTATIVE SCHEDULE

Thursday, November 20

Networking dinner with students and financial planners

……………………………………………………………

Friday, November 21

Better Retirement Exit Strategies with Life Insurance
Joe Chenoweth, CLU, ChFC, AEP,Vice President, Estate & Financial Planning, ARMOR Wealth Management

……………………………………………………………

Tax-Efficient Withdrawal Strategies during Retirement
Dr. William Reichenstein, CFA®, Professor and Powers Chair in Investment Management, Baylor University

……………………………………………………………

How Will Likely Social Security and Medicare Reforms Impact Your Clients?
Dr. Thomas R. Saving, Distinguished Professor
Jeff Montgomery Professor in Economics, and Director of the Private Enterprise Research Center, Texas A&M University

……………………………………………………………

Succession Planning
David Grau, President and Founder, FP Transitions

 

  • Register online by visiting tx.ag/workshop2014
  • Registration fee for the workshop is $125
    *The registration fee includes parking, the Networking Dinner on Thursday night, as well as lunch and refreshments on Friday. Please let us know if you have any food allergies.
  • Please register online by Friday, November 14 to reserve your spot at the Networking dinner. On-site registration will be available, but registering early is recommended so that we have an accurate head count for meals.
  • If you need to pay by Purchase Order, or if you prefer to register by mail or fax, please contact us at financialplanning@tamu.edu.

Sponsors

 

 carter_graphic  briaud_graphic  braun_logo Cypress_graphic

 

Lodging

 

  • A block of rooms have been reserved at the Hyatt Place, located at 1100 University Drive East.
  • Reservations can be made by calling 888-591-1234 or online through http://collegestation.place.hyatt.com/en/hotel/home.html?corp_id=G-FNPP.
  • Rates are $139 plus tax, per night. To receive the discounted rate, reservations must be made by Thursday, November 6, using the group code G-FNPP.

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  • All sessions and meals will be held at The Thomas G. Hildebrand, DVM ’56 Equine Complex, located at 3240 F&B Road, College Station, Texas, 77845. (NOTE: The address on Google maps is 3098 F and B Road. The complex is located on the north side of F&B Road.)
  • Google map
  • Campus map
  • Printable Campus map

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Approval of CFP® C.E. credits is pending.This workshop is sponsored by the Department of Agricultural Economics, Texas A&M University.Texas A&M University welcomes you to the workshop. If you require and accommodation under the American with Disabilities Act (ADA), please contact Gene Nelson (nelsong@tamu.edu) to communicate your needs. Early notification is encouraged, and a request one week before the event you plan to attend will facilitate the provision of reasonable accommodation.

Contact:

Gene Nelson

Nathan Harness

Workshop Coordinators

financialplanning@tamu.edu

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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