Financial Planning Day - 2016

Texas A&M University – Commerce Presents:

Financial Planning Day – 2016
Students. Professionals. Success.

Sponsored by

Doyle & Associates
Fidelity Investments

Event Details

Date: Friday, October 7, 2016, 9 AM - 5:00 PM

Location: University Center at Dallas
1910 Pacific Place
Pacific Avenue, Dallas, Texas

Agenda

9:00 AM - 10:00 AM - CHECK IN / REGISTRATION

10:15 AM - Draft a Comprehensive Plan to Help Protect Business Owners

CE: 1 CFP (pending approval)

Mike Evans, CLU, ChFC, LUTCF

Mike has been in the life and health insurance industry for over 36 years.  A native of Lubbock, Texas and graduate of Texas Tech University, Mike began his specialization in disability insurance in 1987

Through the years, Mike has taught numerous LUTC and RHU courses and has been a speaker at multiple state and local life and health underwriter meetings.  He has also written many articles on the subject of income protection.

He is also a career long member of NAIFA and serves on the NAIFA Dallas board as chairman of the professional designations committee. Mike is also a member of the FPA in Dallas-Fort Worth.

11:30 AM – WELCOME AND INTRODUCTION (Dr. Dale Funderburk and Dr. Jared Pickens)

12:00 PM -  Lunch sponsored by Fidelity Investments

12:30 PM – KEYNOTE SPEAKER (lunch is continued during presentation)

Terry Doyle, CFP®

Private Wealth Advisor

EVENT SPONSOR

A 1985 graduate of Texas A&M University - Commerce, Mr. Doyle currently serves as a Private Wealth Advisor with Ameriprise Financial in Richardson, Texas. Mr. Doyle is a CERTIFIED FINANCIANCIAL PLANNER™ professional and has been practicing financial planning since 1988.

Mr. Doyle is a member of the FPA in Dallas-Fort Worth and has received numerous awards and recognitions including: Five Star Wealth Manager Award in 2013, member of the Ameriprise Hall of Fame, Ameriprise Circle of Success, and Ameriprise Chairman’s Advisory Council.

1:15 PM – NETWORKING BREAK

1:30 PM – THE HISTORY AND THE FUTURE OF FINANCIAL PLANNING PROGRAMS

A. William "Bill" Gustafson, Ph.D.

Texas Tech University

A. William "Bill" Gustafson, Ph.D. is widely known as one the early pioneers in implementing financial planning programs in higher education.

Dr. Gustafson was the architect in launching what is now known as a nationally renowned Personal Financial Planning Department at Texas Tech University that offers one bachelor's degree, two undergraduate minors, one master's degree, and one doctoral degree and is consistently named as one of the top financial planning program in the country.

Dr. Gustafson has received many recognitions and awards including the Academy for Financial Services Board of Directors; International Foundation for Retirement Education Board of Standards; Texas Tech President’s Excellence in Teaching Award; College of Human Sciences Helen Burleson Service Award; Department of Personal Financial Planning Visionary Award

2:15 PM – NETWORKING BREAK

2:30 PM – BREAKOUT SESSION:

# 1 Professional Panel

 

# 2 Academic and Professional Workshop

PANELISTS:

  • Dusty Wallace, JD, CFP – LEE FINANCIAL
  • Paulina Walters – NEW PLANNER RECRUITING
  • Skyler Denny – HFG WEALTH MANAGEMENT
  • John Sutterfield, FIDELITY INVESTMENTS
  • Milan Smado, CFP® - DOYLE & ASSOCIATES(AMERIPRISE)
  • Sergio Garcia, CRC® CFP® - QUEST CAPITAL MANAGEMENT
  • Mariel Braun – UNITED CAPITAL
  • Lacey Garcia, CDFA® - LIFEWAY FINANCIAL
  • Leo Diosdado - TEXAS TECH UNIVERSITY

  PARTICIPATING FIRMS:

  • Quest Capital Management
  • Lifeway Financial
  • Fidelity Investments
  • Botsford Financial Group
  • United Capital
  • Lee Financial Company
  • True North Advisors
  • Your Richest Life

PARTICIPATING UNIVERSITIES: 

  • Texas A&M University, College Station
  • Texas Tech University
  • Texas A&M University, Commerce
  • University of Missouri
  • University of North Texas
  • The American College

 

2:45 PM – NETWORKING BREAK

3:45 PM – ISSUES OF HIGH NET WORTH – ADVISOR GUIDE TO PERSONAL RISK MANAGEMENT

CE: 1 CFP (pending approval)

Cliff Layfield.

Signature Select Texas

Cliff Layfield has over 30 years in the insurance/risk management space with carriers and brokers. He has been successful in developing a large network of wealth advisors, CPA's, Estate Planning Attorneys and Financial Planners.

He has developed a skillset that allows for solution oriented success in dealing with High Net Worth families across the country. He has worked with several of the wealthiest families in the country in developing a successful full personal risk management plan.

Cliff has been involved with the DFW Financial Planning Association for nearly 15 years. In 2010 he was the recipient of the Chairman's Award presented to the member who has dedicated their time and has achieved outstanding results to help further the efforts of the FPA. In 2012 Cliff was the President of the DFW chapter of FPA.

4:45 PMClosing Remarks

5:00 PMReception/Happy Hour

Wild Salsa 
1800 Main St
Dallas, TX 75201