{"id":3701,"date":"2019-06-25T15:45:09","date_gmt":"2019-06-25T15:45:09","guid":{"rendered":"https:\/\/financialplanning.tamu.edu\/?page_id=3701"},"modified":"2020-08-18T14:55:15","modified_gmt":"2020-08-18T14:55:15","slug":"conference","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/conference\/conference\/","title":{"rendered":"2019 Conference Main"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-3703 size-large alignnone\" src=\"https:\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2018\/03\/ConferenceHeading-web2.png\" alt=\"Financial Planning Conference\" width=\"1024\" height=\"423\" \/><br \/>\n<a name=\"attend\"><\/a><br \/>\n<span style=\"font-family: arial; font-size: 25px; color: #302a2a; line-height: 29px;\">OCTOBER 24 &amp; 25, 2019<br \/>\n<\/span><span style=\"color: #302a2a; font-family: arial; font-size: 20px;\">Hilton College Station &amp; Conference Center\u00a0 |\u00a0\u00a0College Station, TX<\/span><\/p>\n<p><span style=\"color: #413e40; font-family: arial,helvetica,sans-serif; font-size: 16px;\">Presented by the Financial Planning Program at Texas A&amp;M University, this two-day event is about networking, learning, and engaging. Financial planning firms are invited to connect with our students who are looking for jobs and internships during the career and interview sessions. Industry professionals are invited to attend the education sessions to learn about leading-edge strategies for their practice and explore emerging topics in financial planning.<\/span><\/p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 25px; color: #aaa7a1; line-height: 55px;\">SCHEDULE<\/span><\/p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 23px; color: #413e40;\">THURSDAY, OCTOBER 24<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Career &amp; Interview Sessions<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> \u00a0| \u00a08:00 a.m. &#8211; 5:00 p.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Welcome &amp; Networking Reception<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">, Hilton College Station \u00a0| \u00a05:30 &#8211; 7:00 p.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Recognition Banquet<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">, Hilton College Station \u00a0| \u00a07:00 &#8211; 9:00 p.m.<\/span><\/p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 23px; color: #413e40;\"><br \/>\nFRIDAY, OCTOBER 25<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">7:00 &#8211; 8:00 a.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Registration and Breakfast<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">8:15 \u2013 9:15 a.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Radical Career Development and Building a Foundation for Success<\/span><em><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#kramer\" target=\"_blank\" rel=\"noopener noreferrer\">Eddie Kramer, MBA, CFP\u00ae, EA<\/a><br \/>\nDirector of Business Development, Abacus Planning Group<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">9:30 \u2013 10:30 a.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Live Life on Purpose: How to Make Time to Achieve Your Goals in an Overworked World<\/span><br \/>\n<em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#parry\" target=\"_blank\" rel=\"noopener noreferrer\">Travis Parry, Ph.D.<\/a><br \/>\nFounder, Make Time Institute<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">10:45 \u2013 11:45 a.m. (Concurrent Session)<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Authorship: A Written Legacy<\/span><br \/>\n<em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#whiddon\" target=\"_blank\" rel=\"noopener noreferrer\">Jim Whiddon, CFP\u00ae, ChFC\u00ae, CLU\u00ae<\/a><br \/>\nFounder &amp; CEO, The Old School<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">10:45 \u2013 11:45 a.m. (Concurrent Session)<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">TEDx Talk Student Edition<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">noon \u2013 1:15 p.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Lunch<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">1:15 \u2013 2:15 p.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Navigating Family Governance &amp; Legacy Planning Issues for UHNW Families<\/span><br \/>\n<em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#chand\" target=\"_blank\" rel=\"noopener noreferrer\">Elizabeth Chand, J.D.<\/a><br \/>\nUltra-High Net Worth Planning Specialist, Morgan Stanley<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #aaa7a1;\">2:30\u00a0\u2013 3:30 p.m.<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">How Did You Know That? Transferring Knowledge from Founders to G2<\/span><br \/>\n<em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#briaud\" target=\"_blank\" rel=\"noopener noreferrer\">Janet Briaud, CFP\u00ae, President<\/a> &amp; <a href=\"https:\/\/financialplanning.tamu.edu\/2019-conference-speaker-bios\/#bohnsack\" target=\"_blank\" rel=\"noopener noreferrer\">John Bohnsack, CFP\u00ae, Financial Planner<\/a><br \/>\nBriaud Financial Advisors<\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2019\/10\/2019FPConference_Schedule1009.pdf\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-3912\" src=\"https:\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2018\/09\/SpeakerSchedule_2018.png\" alt=\"Download the schedule\" width=\"349\" height=\"54\" srcset=\"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2018\/09\/SpeakerSchedule_2018.png 873w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2018\/09\/SpeakerSchedule_2018-300x46.png 300w, https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2018\/09\/SpeakerSchedule_2018-768x119.png 768w\" sizes=\"auto, (max-width: 349px) 100vw, 349px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><strong><span style=\"font-family: arial, helvetica, sans-serif; font-size: 23px; color: #7c7773;\">Who Should Attend?<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Firms looking to hire talented students for full-time and\/or internship positions<\/li>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Financial planning and other financial services professionals<\/li>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Students who are interested in a career in financial planning<\/li>\n<\/ul>\n<p><strong><span style=\"font-family: arial, helvetica, sans-serif; font-size: 23px; color: #7c7773;\">Key Benefits of Attending:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Connect with students and network with industry professionals<\/li>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Explore emerging topics and trends in financial planning<\/li>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Learn from industry and academic experts<\/li>\n<li style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Inspire the next generation of financial planners<\/li>\n<\/ul>\n<p><strong><span style=\"font-family: arial, helvetica, sans-serif; font-size: 24px; color: #7c7773; line-height: 55px;\">Registration<br \/>\n<\/span><\/strong><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 25px; color: #413e40; line-height: 25px;\"><a href=\"https:\/\/secure.touchnet.com\/C21490_ustores\/web\/classic\/product_detail.jsp?PRODUCTID=6486\" target=\"_blank\" rel=\"noopener noreferrer\">Individual<\/a> <span style=\"color: #413e40; font-family: arial,helvetica,sans-serif; font-size: 16px;\"> | $140<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 20px; color: #413e40; line-height: 15px;\"><span style=\"font-size: 14px; color: #797778;\">Price includes tickets to the Welcome &amp; Networking Reception, Recognition Banquet, and all Education sessions.<\/span><\/span><\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 25px; color: #413e40; line-height: 25px;\"><a href=\"https:\/\/financialplanning.tamu.edu\/events\/3754-2\/\">Group\/Sponsor Packages<\/a> <span style=\"color: #413e40; font-family: arial,helvetica,sans-serif; font-size: 16px; line-height: 15px;\">| $350 &#8211; $5,000<br \/>\n<\/span><span style=\"font-size: 14px; color: #797778;\">All packages include access to Interview sessions. Title, Platinum and Gold packages include tickets to the Welcome &amp; Networking Reception, Recognition Banquet, and all Education sessions.<br \/>\n<\/span><\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 25px; color: #413e40; line-height: 25px;\"><a href=\"https:\/\/financialplanning.tamu.edu\/fpcstudent\/\">Student<\/a><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 20px; color: #413e40; line-height: 15px;\"><span style=\"font-size: 14px; color: #797778;\">Student registration is limited to currently enrolled students.\u00a0<\/span><\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><strong><span style=\"font-family: arial, helvetica, sans-serif; font-size: 26px; color: #7c7773; line-height: 55px;\">Location<\/span><\/strong><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40; line-height: 29px;\">Career &amp; Interview Sessions<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> | Thursday | Texas A&amp;M Career Center<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40; line-height: 29px;\">Welcome &amp; Networking Reception <\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">\u00a0| Thursday | Hilton College Station<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40; line-height: 29px;\">Recognition Banquet<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> | Thursday | Hilton College Station<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40; line-height: 29px;\">Education Sessions<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> | Friday | Hilton College Station<\/span><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.google.com\/maps\/d\/embed?mid=1vhiaBmGOh88wf-9UNIj6GiOejYm6ghWG\" width=\"640\" height=\"480\"><\/iframe><\/p>\n<p><span style=\"font-family: arial; font-size: 23px; color: #7c7773; line-height: 45px;\">Hotel Information<\/span><br \/>\n<span style=\"font-family: arial; font-size: 16px; color: #413e40;\">Hilton College Station &amp; Conference Center<br \/>\n801 University Drive East<br \/>\nCollege Station, TX 77840<br \/>\n979.693.7500<\/span><\/p>\n<p><span style=\"font-family: arial; font-size: 16px; color: #413e40;\">Group Code: FPC19<br \/>\nGroup Reservation Name: TAMU Financial Planning Conference<br \/>\nRoom Reservation Deadline: October 2, 2019<br \/>\nRoom Rate: $139 + tax<\/span><\/p>\n<p><em><span style=\"font-family: arial; font-size: 16px; color: #413e40;\">*The room rate and room block is valid Wednesday (10\/23) and Thursday (10\/24).\u00a0<\/span><\/em><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4056\" src=\"https:\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2019\/10\/Platinum-Gold_100819.png\" alt=\"Thank you to our 2019 Conference Sponsors!\" width=\"1018\" height=\"4154\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-family: arial; font-size: 23px; color: #7c7773; line-height: 55px;\">Conference Coordinators<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Nathan Harness, Ph.D., CFP\u00ae<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> |\u00a0TD Ameritrade Director of Financial Planning<br \/>\n<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Jeanie Izurieta<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> |\u00a0Program Manager<br \/>\n<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Chris Moore, CFP\u00ae<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> | Instructor <\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Contact:<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"> <a href=\"mailto:financialplanning@tamu.edu\">financialplanning@tamu.edu<\/a> | 979.845.5223<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>OCTOBER 24 &amp; 25, 2019 Hilton College Station &amp; Conference Center\u00a0 |\u00a0\u00a0College Station, TX Presented by the Financial Planning Program at Texas A&amp;M University, this two-day event is about networking, learning, and engaging. Financial planning firms are invited to connect with our students who are looking for jobs and internships during the career and interview [&hellip;]<\/p>\n","protected":false},"author":188,"featured_media":0,"parent":2151,"menu_order":2019,"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,"footnotes":""},"class_list":["post-3701","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>2019 Conference Main - 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\/conference\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"2019 Conference Main - Financial Planning Program\" \/>\n<meta property=\"og:description\" content=\"OCTOBER 24 &amp; 25, 2019 Hilton College Station &amp; Conference Center\u00a0 |\u00a0\u00a0College Station, TX Presented by the Financial Planning Program at Texas A&amp;M University, this two-day event is about networking, learning, and engaging. 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