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Please join us in Aggieland for one of the financial planning industry’s premier events. Network with fellow financial planners, interact with students who are interested in joining the profession, and learn about the latest developments in financial planning.

The Networking and Recognition Banquet will highlight students who are involved in the Financial Planning program. The educational program on Friday will focus on innovative ideas in financial planning. Continuing education credit is pending approval from the CFP Board of Standards.

 

Section-Schedule

Thursday, November 19
8:00 AM to 4:30 PM  |   Career & Interview Sessions  |   Koldus 209
5:30PM to 9:00PM   |   Networking and Recognition Banquet  |   Hilton Garden Inn


8:00 AM – 4:30 PM …… Student Interviews
(Career Sponsors)
5:30 PM ……………….. Registration and Reception
6:30 PM ……………….. Dinner
7:30 PM ……………….. Formal Program and Scholarship Presentation

 

Friday, November 20  |  7:30AM to 3:45PM
Financial Planning Conference: Educational Program

Creating Ethical Habits and Increasing Trust.
Eric Sawyer, M.S., CFP®, Texas Tech University

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Eye Tracking and Neuromeasurement Tools for Decision Making.
Marco Palma, Ph.D., Texas A&M University

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Building a Diversified, Low Correlation Portfolio.
Craig L. Israelsen, Ph.D., Utah Valley University

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#UsingSocialMedia: Helping Clients Find You and Keep Coming Back.
Treye Rice, M.S., Texas A&M AgriLife Extension

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Millennials and Their Investment Decisions.
Nathan Harness, Ph.D., CFP®, Texas A&M University

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Approval of CFP® C.E. credits is pending.This workshop is sponsored by the Financial Planning Program, Texas A&M University. If you require and accommodation under the American with Disabilities Act (ADA), please contact us at financialplanning@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:

Nathan Harness

Gene Nelson

Conference Coordinators

financialplanning@tamu.edu