{"id":3997,"date":"2019-06-21T17:33:49","date_gmt":"2019-06-21T17:33:49","guid":{"rendered":"https:\/\/financialplanning.tamu.edu\/?page_id=3997"},"modified":"2020-08-18T14:52:17","modified_gmt":"2020-08-18T14:52:17","slug":"2018-conference","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/conference\/2018-conference\/","title":{"rendered":"2018 Conference"},"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 25 &amp; 26, 2018<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: 18px; 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 25<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; 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: 18px; 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: 18px; 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 26<\/span><br \/>\n<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">Registration and Breakfast\u00a0 |\u00a0 7:00 &#8211; 8:00 a.m.<\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Impact of Artificial Intelligence on Financial Planning Profession\u00a0 <span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">|\u00a0 8:15 \u2013 9:15 a.m.<br \/>\n<\/span><\/span><em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2018bios\/#Flax\" target=\"_blank\" rel=\"noopener noreferrer\">Catherine Flax<\/a>, CEO, Pefin<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Financial Planning: It&#8217;s Not Just for Boomers Anymore <span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">\u00a0 |\u00a0\u00a09:30 \u2013 10:30 a.m.<br \/>\n<\/span><\/span><em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2018bios\/#Moore\" target=\"_blank\" rel=\"noopener noreferrer\">Alan Moore<\/a>, CFP\u00ae, XY Planning Network &amp; AdvicePay<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Impact of Rising Longevity on Society\u00a0<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">(Concurrent Session) | 10:45 \u2013 11:45 a.m.<br \/>\n<\/span><\/span><em><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\"><a href=\"https:\/\/financialplanning.tamu.edu\/2018bios\/#Guillemette\" target=\"_blank\" rel=\"noopener noreferrer\">Michael Guillemette<\/a>, Ph.D., CFP\u00ae, Texas Tech University<\/span><\/em><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">TEDx Talk Student Edition <span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">(Concurrent Session) | 10:45 \u2013 11:45 a.m.<\/span><\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Lunch\u00a0\u00a0<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">| noon \u2013 1:15 p.m.<\/span><\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Does Gender Influence the Selection of a Financial Advisor<span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">\u00a0\u00a0| 1:15 \u2013 2:15 p.m.<br \/>\n<em><a href=\"https:\/\/financialplanning.tamu.edu\/2018bios\/#Sommer\" target=\"_blank\" rel=\"noopener noreferrer\">Matt Sommer<\/a>, CFA, CFP\u00ae,\u00a0CPWA\u00ae, Janus Henderson Investors<\/em><\/span><\/span><\/p>\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 18px; color: #413e40;\">Health Care Spending During Retirement<\/span><span style=\"font-family: arial,helvetica,sans-serif; font-size: 16px; color: #413e40;\">\u00a0 |\u00a0 2:30\u00a0\u2013 3:30 p.m.<br \/>\n<em><a href=\"https:\/\/financialplanning.tamu.edu\/2018bios\/#Rettenmaier\" target=\"_blank\" rel=\"noopener noreferrer\">Andrew Rettenmaier<\/a>, Executive Associate Director, Texas A&amp;M University<\/em><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/financialplanning.tamu.edu\/wp-content\/uploads\/sites\/47\/2018\/09\/2018FPConference_Schedule1.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<p>&nbsp;<\/p>\n<hr \/>\n<p><strong><span style=\"font-family: arial, helvetica, sans-serif; font-size: 24px; color: #7c7773; line-height: 55px;\">Registration<\/span><\/strong><\/p>\n<ul>\n<li><span style=\"font-family: arial,helvetica,sans-serif; font-size: 20px; color: #413e40; line-height: 45px;\"><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> <span style=\"font-size: 14px; color: #797778;\">(Banquet + Education sessions only)<\/span><\/span><\/li>\n<li><span style=\"font-family: arial,helvetica,sans-serif; font-size: 20px; color: #413e40; line-height: 25px;\">Group\/Sponsor Packages <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;\">(Interview sessions + Banquet* + Education sessions*)\u00a0<\/span><\/span><\/li>\n<li><span style=\"font-family: arial,helvetica,sans-serif; font-size: 20px; color: #413e40; line-height: 45px;\"><a href=\"https:\/\/financialplanning.tamu.edu\/fpcstudent\/\">Student<\/a><\/span><\/li>\n<\/ul>\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\" data-mce-fragment=\"1\"><\/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: FPC18<br \/>\nGroup Reservation Name: TAMU Financial Planning Conference<br \/>\nRoom Reservation Deadline: October 12, 2018<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\/24) and Thursday (10\/25). Wednesday night occupancy is limited by a separate event being held at the hotel, so make your reservation as soon as possible.<\/span><\/em><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-3873\" src=\"https:\/\/college.agrilife.org\/financialplanning\/wp-content\/uploads\/sites\/47\/2018\/10\/Platinum-Gold_101218-TY.jpg\" alt=\"\" width=\"1018\" height=\"2914\" \/><\/p>\n<p>&nbsp;<\/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><span style=\"font-family: arial; font-size: 25px; color: #7c7773; line-height: 55px;\">About<\/span><br \/>\n<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><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>&nbsp;<\/p>\n<hr \/>\n","protected":false},"excerpt":{"rendered":"<p>OCTOBER 25 &amp; 26, 2018 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":2018,"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-3997","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>2018 Conference - 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\/2018-conference\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"2018 Conference - Financial Planning Program\" \/>\n<meta property=\"og:description\" content=\"OCTOBER 25 &amp; 26, 2018 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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