SCHEDULE
Thursday, November 21 | |
6:00 p.m | Registration |
6:30 p.m | Networking dinner with students and financial planner |
7:00 p.m. – 8:00 p.m. | Careers in Financial Planning: The Good, the Bad, and the Downright Awesome! Alan Moore, MS, CFP®, NAPFA Genesis Chair, Serenity Financial Consulting |
Friday, November 22 | |
7:30 a.m. – 8:30 a.m. | Registration and coffee |
8:30 a.m. – 9:30 a.m. | What Macroeconomic Variables Should We Be Watching in these Uncertain Times? John Penson, Jr., Regents Professor and Stiles Professor, Texas A&M University |
9:45 a.m. – 10:00 a.m. | Break |
10:00 a.m. – 11:00 a.m. | What’s the Role of Reverse Mortgages in Providing Sustainable Retirement Income? John Salter, CFP®, AIFA®, Associate Professor, Texas Tech University |
11:00 a.m. – 11:15 a.m. | Break |
11:15 a.m. – 12:15 p.m. | How Are We Serving the Middle-Market for Financial Planning? Nathan Harness, CFP®, Assistant Professor and Coordinator of International Studies, Texas A&M-Commerce |
12:15 p.m. – 1:15 p.m. | Lunch (provided) |
1:15 p.m. – 2:15 p.m. | What are the New Issues in Planning for Healthcare in Retirement? Matt Sheffield, Senior Regional Investment Consultant, Fidelity Investments |
2:15 p.m. – 2:30 p.m. | Break |
2:30 p.m. – 3:25 p.m. | Panel Discussion: What are the Educational Priorities for Future Financial Planners? |
3:45 p.m. – 5:00 p.m. | Reception |
Contact us if you have any questions:
financialplanning@tamu.edu | 979.845.5223