TAMU Financial Planning Program

Twitter of the @TAMU Financial Planning Program within @ageconomics, dedicated to preparing students to join the next generation of financial planners! 👍

[TAMU Financial Planning Program @AggiePlanners]

When we say it gets better, we mean it!

Students, Former Students, sponsors, and everyone in between…

Thank you for making #tamuPFC24 another impactful and inspiring event. We are so grateful to be advancing this profession alongside you!

[TAMU Financial Planning Program @AggiePlanners]

These speaker sessions were incredible!

A massive thanks to Suzanne Franks, Brandon Moss, Jacquelyn Girling, Jorge Bermúdez, and Dr. R. Bowen Loftin for sharing their insights and experiences.

We’re grateful for your support and for inspiring our community!

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

Our Plan Presentation Competition Competitors did a great job!👏

Thank you to our Signature Event Sponsor, Hartmann Taylor Wealth Management, for supporting our students through the sponsorship of this event!

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

Elevator Pitch Competition ✅

Proud of all participants’ hard work!

Thank you to the Signature Event Sponsor of this event, Bellwether Advisory Group!

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

The 2024 Financial Planning Conference and Career Fair is underway! 🤝

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

We want to offer one last pre-conference thank you to our amazing sponsors! This event would not be possible without you.

Thank you for your dedication to seeing our students succeed!

See you all tomorrow 👍 

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

Jorge Bermúdez ‘73, former CEO of Citigroup Latin America, has been no stranger to trial.

Yet, his life is one marked by a career of success and service.

How did experience shape his trajectory?

Join us on Oct. 3 to hear Mr. Bermúdez share his perspective on “Perseverance.”

[TAMU Financial Planning Program @AggiePlanners]

Financial planning 🤝 passion for travel

Jacquelyn Girling ‘16, Aggie Planner and Director of Financial Planning at Bannerman Wealth, once convinced her boss to let her do 150 plans from Europe.

Want to hear the rest of the story?

Join us on Oct. 3 at 3:54 PM!👏

#tamuFPC24

[TAMU Financial Planning Program @AggiePlanners]

What's the 🔑 to recruiting and retaining the best?

Brandon Moss has been empowering #growth and #innovation among the industry’s most dynamic independent advice brands for 20 years.

Catch his perspective on driving growth in your firm on Oct. 3 at 3:43 PM!👏

#tamuFPC24 #tamu

[TAMU Financial Planning Program @AggiePlanners]

Suzanne Franks '91, Assoc. Portfolio Manager at First Eagle, is kicking off our #tamuFPC24 Speaker Sessions! 👏

Join us on Oct. 3 at 3:30 PM for insights into her career journey and the latest on markets and small caps!

[TAMU Financial Planning Program @AggiePlanners]

We offer many thanks to CAPTRUST for their Gold Sponsorship of #tamuFPC24!

Partners like you are empowering us to inspire and develop future financial planning leaders.

[TAMU Financial Planning Program @AggiePlanners]

Thank you, @NM_Financial, for supporting #tamuFPC24 as a Gold Sponsor!

Contributions like yours are empowering the next generation of planners to build successful and impactful careers in financial planning.

[TAMU Financial Planning Program @AggiePlanners]

We extend our gratitude to 4Life Wealth Advisors for their Gold Sponsorship of #tamuFPC24!

Thank you for championing the future of financial planning through the education of our students.

[TAMU Financial Planning Program @AggiePlanners]

Our heartfelt thanks to Cadent Capital for their Gold Sponsorship of #tamuFPC24.

Your support is empowering students with invaluable resources and aiding their entry into a fulfilling career in financial planning.

[TAMU Financial Planning Program @AggiePlanners]

Thank you, @TraditionsWA, for being a Gold Sponsor of #tamuFPC24!

We are grateful for you consistent generosity, which continues to empower the careers of aspiring financial planners.

[TAMU Financial Planning Program @AggiePlanners]

The @TXAMFoundation is sponsoring a Pre-#tamuFPC24 Former Student Happy Hour hosted by our Advisory Board! 

Join us on 10/2 to connect with fellow Aggies in financial services and more...We'll see you soon!

[TAMU Financial Planning Program @AggiePlanners]

Many thanks to @FrostBank for supporting #tamuFPC24 as a Gold Sponsor!

We are grateful to work with partners like you who serve the future of our profession by empowering education among our students.

[TAMU Financial Planning Program @AggiePlanners]

We are grateful to have Cerity Partners as a Gold Sponsor of #tamuFPC24!

Contributions like yours are enabling us to champion our students toward a successful and fulfilling career in financial planning.

[TAMU Financial Planning Program @AggiePlanners]

Thank you, @ForvisMazarsUS, for supporting #tamuFPC24 as a Gold Sponsor!

We are grateful to be a recipients of your generosity and dedication to lifting up the next generation of financial planners.

[TAMU Financial Planning Program @AggiePlanners]

A sincere thank you to Symphony Wealth Group for being a Gold Sponsor of #tamuFPC24.

Your generosity is empowering students to achieve remarkable success in financial planning!