Financial planning workshop Nov. 8-9 in Bryan to focus on ‘What’s Next?’

Writer: Blair Fannin, 979-845-2259, b-fannin@tamu.edu
Contact: Dr. Gene Nelson, 979-862-2527, nelson@tamu.edu

BRYAN – A workshop for financial planners and their clients scheduled Nov. 8-9 in Bryan at the Best Western Atrea, 1920 Austin’s Colony Parkway, will focus on “what’s next” with regards to investments pending the outcome of the 2012 presidential election.

“The event is designed for financial planners who advise individual investors, small business operators, clients with agricultural interests, and estates and trusts,” said Dr. Gene Nelson, workshop coordinator and senior professor in the department of agricultural economics at Texas A&M University.

Dr. Thomas Saving, distinguished professor at Texas A&M University, will discuss what’s next for the economy, Social Security and Medicare.

“With the election only three days earlier, his analysis will be very timely,” Nelson said.

Some of the key issues to be discussed include how to structure the retirement portfolio for income and growth and how to consider future risk when developing financial plans. Bill Carter, a financial planner from Dallas, and Dr. James Richardson, regents professor at Texas A&M, will discuss these issues.

“With stock and bond markets performing erratically, investors are looking for alternatives,” Nelson said.

Carter and Richardson will discuss the prospects in energy, oil and gas, and in real estate and real estate investment trusts, Nelson said.

Another presentation will address how men and women think differently when it comes to finances.
“Some recent research about how gender impacts financial planning and retirement will be presented, along with the implications for financial planning,” Nelson said.

During the evening of Nov. 8, a networking dinner will bring professionals together with students for a guided discussion on the profession of financial planning and the career opportunities available, he said.

“One of the highlights of the workshop will be the announcement of the implementation of a curriculum in financial planning at Texas A&M University,” Nelson said.

Registration is $120. For more information about this workshop, the agenda and registration procedures, visit http://tinyURL.com/FPworkshop.

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