{"id":112,"date":"2013-10-04T16:07:20","date_gmt":"2013-10-04T16:07:20","guid":{"rendered":"http:\/\/agrilife.org\/financialplanning\/?page_id=112"},"modified":"2017-06-14T20:13:40","modified_gmt":"2017-06-14T20:13:40","slug":"workshop","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/conference\/workshop\/","title":{"rendered":"Workshop 2013 Overview"},"content":{"rendered":"<h1><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-161 alignnone\" title=\"Emerging Issues for Financial Planners\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6.jpg\" alt=\"Emerging Issues for Financial Planners: Nov. 21-22\" width=\"860\" height=\"346\" srcset=\"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6.jpg 860w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6-300x121.jpg 300w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6-768x309.jpg 768w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/a><\/h1>\n<h1>SCHEDULE OVERVIEW<\/h1>\n<p><span style=\"font-size: medium\"><strong>Thursday, November 21<\/strong><b><br \/>\n<\/b><\/span>Networking dinner with students and financial planners<br \/>\n<span style=\"color: #cccc99;font-size: x-small\"><strong>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<strong><i>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<\/i><\/strong><\/strong><\/span><br \/>\nCareers in Financial Planning: The Good, the Bad, and the Downright Awesome! (<a title=\"Careers in Financial Planning\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/CareersinFinancialPlanning_AlanMoore.pdf\" target=\"_blank\">PDF<\/a>)<br \/>\n<span style=\"color: #800000\"><span style=\"color: #808080\"><em>Alan Moore, MS, CFP\u00ae, NAPFA Genesis Chair, Serenity Financial Consulting <\/em><\/span>(<a title=\"Alan Moore Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/AlanMoore.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<\/em><\/span><\/p>\n<p><span style=\"font-size: medium\"><strong>Friday, November 22<\/strong><\/span><br \/>\nWhat Macroeconomic Variables Should We Be Watching in these Uncertain Times? (<a title=\"Macroeconomic Variables to Watch in Uncertain Times\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/FinancialPlanningRemarks_Penson.pdf\" target=\"_blank\">PDF<\/a>)<br \/>\n<span style=\"color: #808080\"><em>John Penson, Jr., Regents Professor and Stiles Professor, Texas A&amp;M University<\/em><\/span> (<a title=\"John Penson Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/JohnPenson.pdf\" target=\"_blank\">Bio<\/a>)<br \/>\n<span style=\"color: #f5f5dc\"><span style=\"color: #bdb76b;font-size: x-small\"><strong>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<strong><i>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<\/i><\/strong><\/strong><\/span><b><br \/>\n<\/b><\/span>What\u2019s the Role of Reverse Mortgages in Providing Sustainable Retirement Income? (<a title=\"Role of Reverse Mortgages\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/ReverseMortgages_JohnSalter.pdf\" target=\"_blank\">PDF<\/a>)<br \/>\n<span style=\"color: #800000\"><span style=\"color: #888888\"><em>John Salter, CFP\u00ae, AIFA\u00ae, Associate Professor, Texas Tech University <\/em><\/span>(<a title=\"John Salter Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/JohnSalter.pdf\" target=\"_blank\">Bio<\/a>)<b><i><br \/>\n<\/i><\/b><\/span><span style=\"color: #f5f5dc\"><span style=\"font-size: x-small\"><strong><i><span style=\"color: #bdb76b\">&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<\/span><span style=\"color: #bdb76b\">&#8230;&#8230;<strong><i>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;<\/i><\/strong><\/span><\/i><\/strong><\/span><i><br \/>\n<\/i><\/span>How Are We Serving the Middle-Market for Financial Planning? (<a title=\"Serving the Middle Market in Financial Planning\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/MiddleMarketPresentation_NathanHarness.pdf\" target=\"_blank\">PDF<\/a>)<br \/>\n<em><span style=\"color: #800000\"><span style=\"color: #888888\">Nathan Harness, CFP\u00ae, Assistant Professor and Coordinator of International Studies, Texas A&amp;M-Commerce<\/span>\u00a0<\/span><\/em><span style=\"color: #800000\">(<a title=\"Nathan Harness Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/NathanHarness.pdf\" target=\"_blank\">Bio<\/a>)<\/span><em><br \/>\n<\/em><strong><span style=\"color: #bdb76b;font-size: x-small\">&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.<strong><i>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;<\/i><\/strong><\/span><br \/>\n<\/strong>What are the New Issues in Planning for Healthcare in Retirement? (<a title=\"Planning for Healthcare in Retirement\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/PlanningforHealthcare_Sheffield.pdf\" target=\"_blank\">PDF<\/a>)<br \/>\n<span style=\"color: #800000\"><span style=\"color: #888888\"><i>Matt Sheffield<em>, Senior Regional Investment Consultant, Fidelity Investments <\/em><\/i><\/span>(<a title=\"Matt Sheffield Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/MattSheffield.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<\/em><\/span><strong><span style=\"color: #bdb76b;font-size: x-small\">&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<strong><i>&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;..<\/i><\/strong><\/span><br \/>\n<\/strong>Panel Discussion: What are the Educational Priorities for Future Financial Planners?<br \/>\nPanelists:<\/p>\n<p><span style=\"color: #800000\"><span style=\"color: #888888\"><em>Tara L. Scottino, CFP<sup>\u00ae<\/sup>, Senior Vice President, Carter Advisory Services, Inc. <\/em><\/span>(<a title=\"Tara Scottino Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/TaraScottino.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<span style=\"color: #bdb76b\"><span style=\"color: #888888\">Philip Gibson, Assistant Professor, University of the Incarnate Word<\/span> <\/span><\/em>(<a title=\"Philip Gibson Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/PhilipGibson.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<span style=\"color: #888888\">Jared Pickens, CFP<sup>\u00ae<\/sup>, AFC, CRC, Senior Lecturer, University of Texas\u2013Dallas <\/span><\/em>(<a title=\"Jared Pickens Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/JaredPickens.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<span style=\"color: #888888\">William \u201cBill\u201d Gustafson, Professor, Texas Tech University<\/span><\/em> (<a title=\"Bill Gustafson Bio\" href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/12\/Gustafson.pdf\" target=\"_blank\">Bio<\/a>)<em><br \/>\n<\/em><\/span><\/p>\n<p><a title=\"Workshop Schedule\" href=\"http:\/\/agrilife.org\/financialplanning\/workshop\/workshopschedule\/\" target=\"_blank\">View the detailed schedule<\/a><\/p>\n<p><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\" alt=\"line\" width=\"800\" height=\"20\" \/><\/a><\/p>\n<p>Contact us if you have any questions:<br \/>\n<a title=\"Email: financialplanning@tamu.edu\" href=\"mailto:financialplanning@tamu.edu\">financialplanning@tamu.edu<\/a> | 979.845.5223<\/p>\n<p><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-136 alignnone\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\" alt=\"line\" width=\"800\" height=\"20\" srcset=\"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg 800w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/line-300x8.jpg 300w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2013\/10\/line-768x19.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<address><span style=\"font-size: small\">This workshop was approved for 3 hours of CFP\u00ae C.E.<\/span><\/address>\n<address><span style=\"font-size: small\">This workshop is sponsored by the Department of Agricultural Economics, Texas A&amp;M University.<\/span><\/address>\n<address><span style=\"font-size: small\">Texas A&amp;M University welcomes you to the workshop. If you require and accommodation under the American with Disabilities Act (ADA), please contact Gene Nelson (<a href=\"mailto:nelsong@tamu.edu\">nelsong@tamu.edu<\/a>) 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.<\/span><\/address>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SCHEDULE OVERVIEW Thursday, November 21 Networking dinner with students and financial planners &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;. Careers in Financial Planning: The Good, the Bad, and the Downright Awesome! (PDF) Alan Moore, MS, CFP\u00ae, 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., [&hellip;]<\/p>\n","protected":false},"author":184,"featured_media":0,"parent":2151,"menu_order":20,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-112","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Workshop 2013 Overview - Financial Planning Program<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/college.agrilife.org\/financial-planning\/conference\/workshop\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workshop 2013 Overview - Financial Planning Program\" \/>\n<meta property=\"og:description\" content=\"SCHEDULE OVERVIEW Thursday, November 21 Networking dinner with students and financial planners &#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;.&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;&#8230;. 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Careers in Financial Planning: The Good, the Bad, and the Downright Awesome! (PDF) Alan Moore, MS, CFP\u00ae, NAPFA Genesis Chair, Serenity Financial Consulting (Bio) Friday, November 22 What Macroeconomic Variables Should We Be Watching in these Uncertain Times? 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