Financial planning workshop Nov. 21-22 in Bryan to focus on emerging issues

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

BRYAN – Financial planners, clients and students will participate in a workshop Nov. 21-22 at the Best Western Atrea, 1920 Austin’s Colony Parkway in Bryan, focusing on the emerging, future financial issues – macroeconomics, reverse mortgages, planning for middle income earners and educational priorities for financial planners.

“During the evening of Nov. 21, a networking dinner will bring professionals together with students for a guided discussion on the profession of financial planning and the career opportunities available,” said Dr. Gene Nelson, workshop co-coordinator and senior professor in the department of agricultural economics at Texas A&M University, College Station.

The keynote speaker will be Alan Moore, chair of the Genesis group in the National Association of Personal Financial Advisors.  He will discuss “Careers in Financial Planning: The good, the bad, and the downright awesome!”

Nelson said during the workshop on Nov. 22, John Penson Jr., regents professor at Texas A&M, will discuss macroeconomic variables “and what one should be watching in these uncertain times.”

John Salter, certified financial planner, accredited investment fiduciary analyst, Texas Tech University, will discuss the role of reverse mortgages in providing sustainable retirement income.

“Some recent research reveals the financial planning challenges faced by middle income families.  We will discuss the implications of these challenges for financial planning,” said Nathan Harness, workshop co-coordinator and certified financial planner, Texas A&M University–Commerce.

The New Issues in Planning for Healthcare in Retirement will be presented by Matt Sheffield, senior regional investment consultant, Fidelity Investments.

Nelson said the highlight of the Nov. 22 workshop agenda will be the rollout of the Extended Learning Certificate program, which is now approved by the Certified Financial Planner Board of Standards as a registered program .  A panel discussion will focus on the educational priorities for future financial planners.  An informal reception following the discussion will provide an additional opportunity for networking.

Registration is $120. For more information about this workshop, the agenda and registration procedures, visit http://financialplanning.tamu.edu/workshop.

For more information, contact Jeanie Long, program manager, 979-845-5223.

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