SCHEDULE OVERVIEW

Thursday, November 21
Networking dinner with students and financial planners
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Careers in Financial Planning: The Good, the Bad, and the Downright Awesome! (PDF)
Alan Moore, MS, CFP®, NAPFA Genesis Chair, Serenity Financial Consulting (Bio)

Friday, November 22
What Macroeconomic Variables Should We Be Watching in these Uncertain Times? (PDF)
John Penson, Jr., Regents Professor and Stiles Professor, Texas A&M University (Bio)
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What’s the Role of Reverse Mortgages in Providing Sustainable Retirement Income? (PDF)
John Salter, CFP®, AIFA®, Associate Professor, Texas Tech University (Bio)
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How Are We Serving the Middle-Market for Financial Planning? (PDF)
Nathan Harness, CFP®, Assistant Professor and Coordinator of International Studies, Texas A&M-Commerce (Bio)
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What are the New Issues in Planning for Healthcare in Retirement? (PDF)
Matt Sheffield, Senior Regional Investment Consultant, Fidelity Investments (Bio)
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Panel Discussion: What are the Educational Priorities for Future Financial Planners?
Panelists:

Tara L. Scottino, CFP^®, Senior Vice President, Carter Advisory Services, Inc. (Bio)
Philip Gibson, Assistant Professor, University of the Incarnate Word (Bio)
Jared Pickens, CFP^®, AFC, CRC, Senior Lecturer, University of Texas–Dallas (Bio)
William “Bill” Gustafson, Professor, Texas Tech University (Bio)

View the detailed schedule

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

This workshop was approved for 3 hours of CFP® C.E.

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.