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

      

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

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.