- Financial Planning Program

October 3 & 4, 2024
Annenberg Presidential Conference Center
Texas A&M University | College Station, Texas

We are so excited to invite you to attend the 2024 Financial Planning Career & Education Conference!
Please join us for our signature event and build connections that will last a lifetime.

Overview of Events for Students

If you are seeking an internship or full-time position for wealth management, financial planning, financial analyst, or financial advising, then this will be the best opportunity for you to connect with companies looking to hire. We have a wide range of companies participating this year, so be sure to check out the list below and do your research ahead of time.

The 9:00-10:00AM hour is reserved for students who are currently enrolled in financial planning courses, active in the Financial Planning Student Association, and/or currently enrolled in the Financial Planning minor and major. All majors and all classifications are invited to attend from 10:00AM – Noon.

Attendees who register for the lunch are invited to network with industry professionals and event sponsors before we move into the afternoon events. This is a ticketed event, so if you wish to join us for lunch, please register for Option 2 below.

This new element of our event is designed to help students grow in their presentation skills while engaging with industry professionals. Students have the opportunity to win scholarship dollars. If you are interested in participating, please contact us at financialplanning@tamu.edu.

This new element of our event is designed to help students grow in their presentation skills while engaging with industry professionals. Students receive credit towards the Capstone course and have the opportunity to win scholarship dollars. If you are interested in participating, please contact us at financialplanning@tamu.edu.

A long-time crowd favorite, this session features a blend of recent former students, seasoned industry professionals, and industry experts who share insightful messages with our audience.

Attendees are invited to network and enjoy light hors d’oeuvres before we move into the evening events.

Come help us wrap-up the day and 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. This is a ticketed event, so if you wish to join us, please register for Option 2 below.

Companies Participating in the Career Fair

Bent Oak Capital	Financial Synergies	S. Harris Financial Group
BlueTrust	Forvis Mazars Private Client	SFMG Wealth Advisors
Briaud Financial Advisors	49 Financial	Strata Wealth Advisors
Buckingham Strategic Wealth	4Life Wealth Advisors	Symphony Wealth Group
Cadent Capital	Frost Bank	The Sum
Capital Chart Room	GDS Wealth Management	Traditions Wealth Advisors
Carter Financial Management	IMG Financial Group	Voya Financial Advisors
Cerity Partners	Northwestern Mutual	Willis Johnson & Associates
Corient	RIA Advisors	CAPTRUST

Registration

Option 1: Career Fair Only

Everyone is invited to attend the Career Fair from 10AM – NOON. Meals are NOT included with this option. If you plan to attend lunch or the seated banquet dinner, we request that you register for Option 2 so we have an accurate headcount for food. Registration is not required if you only want to attend the Career Fair, but if you register before October 1, you will receive an official event name badge.

Option 2: Career Fair + All Conference Access & Meals (All Slots Are Filled)

In addition to Career Fair access, if you choose to attend the afternoon sessions, you will receive one ticket to the Networking Lunch, Student Showcase Presentations, TEDx Style Talks, Welcome Reception, and Awards Banquet. We need an accurate headcount for food, so please indicate on the registration form which meal events you plan to attend. Option 2 is only available to students currently enrolled at Texas A&M University.

Location

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

If you receive an invitation to interview with sponsoring companies on Friday, all interview sessions will take place at the Texas A&M Career Center.

Frequently Asked Questions

The heart of financial planning is centered on building relationships and being a trusted source for information for your future clients. By attending the conference, you will meet others in the industry who can help guide your pathway and help you develop the skills needed to excel in this profession. Here are additional reasons to attend:

Connect with peers and network with industry professionals
Explore emerging topics and trends in financial planning
Learn from industry and academic experts
Find your next internship or full-time position.

Bring copies of your résumé and practice your elevator pitch ahead of time. Be prepared to introduce yourself to the participating companies and explain why you are interested in financial planning.

If you need help with your résumé or want to practice your elevator pitch, check out the resources offered through the Texas A&M Career Center.

Business professional attire is recommended for all events (Career Fair, afternoon sessions, Networking Reception and Awards Banquet). Need help deciding what to wear? Check out the Dress For Success resource from the Texas A&M Career Center.

For students who registered and selected Option 2, lunch will be provided between 11AM and Noon. A plated dinner will be provided at the Awards Banquet.

If you currently have a TAMU parking pass, you can park in Fan Field or Lot 43. Please DO NOT park Lot 41. Anyone parking in Lot 41 runs the risk of being towed.

Conference Coordinators

Texas A&M AgriLife Research

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