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Workshop Schedule 2013

Emerging Issues for Financial Planners: Nov. 21-22

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


Register       lodging

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Contact us if you have any questions:
financialplanning@tamu.edu | 979.845.5223

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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.

 

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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