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 |
REGISTRATION
Workshop registration fee is $125*. 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. Register online by visiting tx.ag/workshop2014. 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.
*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.
SESSIONS
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 (view map).
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.
Contact us if you have any questions:
financialplanning@tamu.edu | 979.845.5223
