Texas Tech University

Personal Financial Planning


Special Topics: Spring 2017

PFP 4175-001: Disability Insurance

Pre-reading and post-course work will be assigned.

Learning outcomes:
• Understand the need for disability insurance.
• Disability insurance through the workplace and private policies.
• Understanding disability insurance policies.
• Determining the need for disability insurance.
• Applying the above to case studies.

Purpose: Our ability to earn an income is often cited as our biggest asset, this course will cover, in depth, our ability to protect this asset with disability insurance.

Topic Leader: Mike Evans - Mike is a long-time disability insurance expert and agent in Dallas.

Date: April 7
Time: 9 am - 5 pm
Location: HS 122

PFP 4175-002: Estate Planning Topics

Learning outcomes:
• Steve will work with Professor Lauderdale to determine areas of focus in the course, but the idea will be to go deeper into certain areas of estate planning.

Topic Leader: Steve Stone - Steve is a long-time estate planning attorney in Lubbock with the firm Field, Manning, Stone, Hawthorne & Aycock. He also teaches estate and gift tax at the Texas Tech School of Law. You can learn more about Steve on his website

Date: April 21
Time: 9 am - 5 pm
Location: HS 122

PFP 4175-003: Women's Advisory Circles

This program will support females at various career stages in personal financial planning with a support structure which provides;

  • A network of women financial planners.
  • An awareness of the personal financial planning profession culture and unspoken rules which can be critical for success.
  • Tools to develop a high performing advisory circle (team and trust building)
  • Tools to develop your personal career plan (goal setting, communication, negotiation and leadership skills and conflict management).

The finance industry has historically been a male dominated industry, making it difficult for women to be successful. The industry recognizes this limitation and has made strides in attracting women. Yet only 23% of CFP® in the US are women. That number has not changed in a decade. While the industry creates initiatives to attract females, educators are training females to have the skills required to meet the demands of the profession. Still many females feel ill-equipped due to a variety of reasons including a lack of confidence, stereotypes, and gender norms/expectations.

Topic Leader: Laura Mattia - Laura is a graduate of the PFP Ph.D. program. She currently serves as the PFP program director at the University of South Florida and is a fee-only practitioner. 

Dates: February 3-4, March 31
Location: HS 136


Personal Financial Planning