{"id":377,"date":"2013-11-25T14:31:21","date_gmt":"2013-11-25T14:31:21","guid":{"rendered":"http:\/\/agrilife.org\/financialplanning\/?page_id=377"},"modified":"2017-06-14T20:11:54","modified_gmt":"2017-06-14T20:11:54","slug":"workshop2013","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/conference\/workshop2013\/","title":{"rendered":"Workshop 2013"},"content":{"rendered":"<h1><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6.jpg\"><img loading=\"lazy\" decoding=\"async\" title=\"Emerging Issues for Financial Planners\" alt=\"Emerging Issues for Financial Planners: Nov. 21-22\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/workshop-header6.jpg\" width=\"860\" height=\"346\" \/><\/a><\/h1>\n<h1>SCHEDULE OVERVIEW<\/h1>\n<p><strong>Thursday, November 21<\/strong><b><br \/>\n<\/b>Networking dinner with students and financial planners<br \/>\n<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><br \/>\nCareers in Financial Planning: The Good, the Bad, and the Downright Awesome!<br \/>\n<em>Alan Moore, MS, CFP\u00ae, NAPFA Genesis Chair, Serenity Financial Consulting<\/em><\/p>\n<p><strong>Friday, November 22<\/strong><br \/>\nWhat Macroeconomic Variables Should We Be Watching in these Uncertain Times?<br \/>\n<em>John Penson, Jr., Regents Professor and Stiles Professor, Texas A&amp;M University<\/em><br \/>\n<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><b><br \/>\n<\/b>What\u2019s the Role of Reverse Mortgages in Providing Sustainable Retirement Income?<br \/>\n<em>John Salter, CFP\u00ae, AIFA\u00ae, Associate Professor, Texas Tech University<\/em><b><i><br \/>\n<\/i><\/b><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;&#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;&#8230;&#8230;<\/i><\/strong><\/i><\/strong><i><br \/>\n<\/i>How Are We Serving the Middle-Market for Financial Planning?<br \/>\n<em>Nathan Harness, CFP\u00ae, Assistant Professor and Coordinator of International Studies, Texas A&amp;M-Commerce<br \/>\n<\/em><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;&#8230;<\/i><\/strong><br \/>\n<\/strong>What are the New Issues in Planning for Healthcare in Retirement?<br \/>\n<em><em>Matt Sheffield, Senior Regional Investment Consultant, Fidelity Investments<\/em><br \/>\n<\/em><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;&#8230;..<\/i><\/strong><br \/>\n<\/strong>Panel Discussion: What are the Educational Priorities for Future Financial Planners?<\/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=\"http:\/\/fpw.taxworkshop.com\/product_details.php?category_id=0&amp;item_id=15\" target=\"_blank\"><br \/>\n<img loading=\"lazy\" decoding=\"async\" alt=\"Register for the Financial Planning Workshop\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/register.jpg\" width=\"149\" height=\"75\" \/><\/a><a href=\"http:\/\/bestwesterntexas.com\/hotels\/best-western-premier-old-town-center\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" alt=\"lodging\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/lodging.jpg\" width=\"149\" height=\"75\" \/><\/a><a href=\"http:\/\/financialplanning.tamu.edu\/workshop\/workshopschedule\/\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" alt=\"agenda\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/schedule.jpg\" width=\"149\" height=\"75\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>REGISTRATION<\/strong><br \/>\nWorkshop registration fee is $120*. Please register online by Friday, November 15 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 <a title=\"Financial Planning Workshop Registration\" href=\"http:\/\/tx.ag\/arc9zj\" target=\"_blank\">http:\/\/tx.ag\/arc9zj<\/a>. If you need to pay by Purchase Order, or if you prefer to register by mail or fax, please download the printable form: <a href=\"http:\/\/tx.ag\/dawbyg\" target=\"_blank\">http:\/\/tx.ag\/dawbyg<\/a>.<\/p>\n<p><em>*The registration fee includes the Networking Dinner on Thursday night, as well as lunch and refreshments on Friday. Please let us know if you have any food allergies.<\/em><\/p>\n<p><strong>SESSIONS<\/strong><br \/>\nAll sessions and meals will be held at Best Western Atrea at Old Town Center, 1920 Austin&#8217;s Colony Parkway, Bryan, Texas.<\/p>\n<p><strong>LODGING<\/strong><br \/>\nGuest rooms are available at Best Western Atrea at Old Town Center, 1920 Austin&#8217;s Colony Parkway, Bryan, Texas. Reservations can be made by calling 979.731.5300 or online through <a title=\"Best Western Atrea\" href=\"http:\/\/bestwesterntexas.com\" target=\"_blank\">http:\/\/bestwesterntexas.com<\/a>. Rates are $115 plus tax, per night. Government and Corporate rates are available.<\/p>\n<p><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\"><img loading=\"lazy\" decoding=\"async\" alt=\"line\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\" 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\" alt=\"line\" src=\"\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2013\/10\/line.jpg\" width=\"800\" height=\"20\" \/><\/a><\/p>\n<address>Approval of CFP\u00ae C.E. credits is pending.<\/address>\n<address>This workshop is sponsored by the Department of Agricultural Economics, Texas A&amp;M University.<\/address>\n<address>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.<\/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! Alan Moore, MS, CFP\u00ae, NAPFA Genesis Chair, Serenity Financial Consulting Friday, November 22 What Macroeconomic Variables Should We Be Watching in these Uncertain Times? John Penson, Jr., Regents Professor and [&hellip;]<\/p>\n","protected":false},"author":184,"featured_media":0,"parent":2151,"menu_order":19,"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-377","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 - 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\/workshop2013\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workshop 2013 - 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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