Print Page   |   Sign In   |   Register
Community Search
FPA Round Table Series - Working With Generation X&Y In the Financial Planning Industry
View Registrations Tell a Friend About This EventTell a Friend
 

6/1/2018
When: Friday, June 1, 2018
11:30 AM - 1:00 PM
Where: Cyclone Anayas
5761 Woodway Dr.
Houston, TX  77057
United States
Contact: FPA Houston


Online registration is closed.
« Go to Upcoming Event List  

 

FPA Houston Round Table Series

 

Working with Generation X&Y In the Financial Planning Industry

 

 

Conversations about generation X&Y have been all over the place in recent years. There are a lot of opinions about the younger generations and how they behave in the workplace as well as how to work with them as clients! Join us as we have a collaborative conversation about generations X&Y (and soon to be Z!) in the financial planning industry. Whether you are a NexGen member and want to discuss issues you have come across or you are in the older generations and want to understand how to best work with your younger colleagues, you are welcome! This round table will be led by Nathan Harness and Chris Moore from the Texas A&M University Financial Planning program and is put together by FPA of Houston NexGen.

 

Event Fee:  $20 pp - includes lunch and a beverage

This event limited to 20 people - sign up early!

 

 

Guest Speakers:

 

Nathan Harness, Ph.D., CFP®
Institutional Associate Professor & TD Ameritrade Director of Financial Planning

 


Dr. Harness was formerly an Associate Professor of Finance and Executive Director of Global Programs at Texas A&M University-Commerce and Assistant Professor of Financial Planning at the University of Georgia. As Director of Financial Planning at Texas A&M, Dr. Harness manages the curriculum, enrollment, and development of the financial planning minor and certificate program in financial planning. He teaches courses in investments, introductions to financial planning, retirement planning, and financial planning capstone and has lectured internationally on global financial risk and international investing. He holds a Bachelor’s degree in finance from the University of Central Arkansas, Master’s degree in finance from Texas Tech University, and Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, the Journal of Financial Planning, and the Journal of Personal Finance.

 

 

 

 

Christopher M. Moore, CFP

Texas A&M Lecturer

 

Christopher M. Moore, Texas A&M University Lecturer, joined the Financial Planning program faculty in 2015. He currently teaches the Foundations of Financial Planning, Retirement Planning, Capstone, and Financial Readiness courses. Previous positions include: VP – Financial Solutions Advisor at Merrill Lynch, and VP – Financial Advisor at JP Morgan Chase. Moore received a Bachelor of Science in Agricultural Economics from Texas A&M, a Master’s in Business Administration (Accounting) from Texas A&M-Commerce, and is working on a Ph.D. in Personal Financial Planning at Kansas State University. He is a licensed General Lines Agent with the Texas Department of Insurance, is an Investment Advisor Representative (FINRA Series 65), and holds the Chartered Retirement Planning Counselor (CRPC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is also a Supply Corps Officer in the United States Navy Reserve. Moore has been in the financial services industry since 2004, is an active member of the Financial Planning Association (FPA) and the Association for Financial Counseling and Planning Education (AFCPE), and as an Eagle Scout is an active volunteer with the Boy Scouts of America. 

 

 

 

 

more Calendar

1/1/2019 » 3/20/2019
2019 FPA Houston Season Ticket Application

Association Management Software Powered by YourMembership  ::  Legal