Symposium Speakers 

The annual TACFEP Symposium boasts speakers from a diverse array of backgrounds. Speakers provide attendees with industry insight, best practices, and ways to re-imagine how financial literacy could look in Higher Education. 


 2017 KeyNote 

Kimberly Vesely, CFP, Full Circle Wealth  Financial Planning: Engaging Millennials

In the past few years, there has been a shift in the financial planning industry regarding the standards of the 'target client'. There is a disconnect between conventional planning firms and what millennial-age clients need and want from an advisor. The discussion focused on what the industry is doing to not only attract younger clients, but add value through new service models. 


 


Past KeyNotes and Luncheon Speakers
 

Thomas G. Kimball, Ph.D., LMFT  2016 KeyNote

Nancy VonBoskirk, TG  FLEC and You! 

Mary Johnson, Higher One  Where's The Money? Creating a Financial Literacy Initiatives through Grants and External Funding

Mark Taylor, M.S.W., Ed.D  From Layaway to Bitcoin: Generational Issues in Financial Literacy

Texas Association of Collegiate Financial Education Professionals 


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