Tuesday, April 6, 2010

Your Financial World Begins at Home

The week after spring break can be a killer.  I don’t know about you but, when I take a week off, I generally spend the first couple of days thinking I should have stayed home and worked.  Then, I spend the rest of the week thinking of ways I could support myself on this little island and never go back to work.  In this case, the little island was Isla Mujeres, off the coast of Mexico.  I truly recommend visiting the “Isle of Women”, but that is not the point of this week’s tip.  The point of this week’s tip is to encourage you to attend this year’s Personal Finance Symposium.  Below are the details for the Symposium.  I hope you agree that this year’s line-up of speakers is outstanding.  The focus of the Symposium, like the theme  that runs through our financial tips, is that what we do in our financial household creates the financial world we either enjoy or fear.  In 2010, it serves us well to consider our financial lives, in the context of the world we share. 


Personal Finance Symposium II

“Your Financial World Begins at Home”

April 21, 2010

9:30 a.m. – 3:30 p.m.

Reynolds Alumni Center, University of Missouri

Columbia, MO


Welcome to MU:

Robert O. Weagley, Ph.D., CFP®, Chair Personal Financial Planning, University of Missouri

Ken Dean, Deputy Provost, University of Missouri

10:00 a.m. “The Macroeconomic View, The Case of Oil”

Michael Owyang, Federal Reserve Bank, St. Louis, Missouri

11:00 a.m. “The 21st Century Investment World”

Michael Avery, President and Chief Investment Officer, Waddell & Reed, Shawnee Mission, Kansas

12:00 noon Lunch

1:00 “Chinese Household Finance: What We Know”

Moderator: Robert O. Weagley, Chair Personal Financial Planning, University of Missouri

Dr. Yan Li, Chair Finance Department, Renmin University, Beijing, China

Dr. Yi Zhihong, Dean, College of Business, Renmin University , Beijing, China

Dayong Yang, Senior Vice-President, Sino Credit Corporation , Beijing, China

2:00 Behavioral Finance and Goal Priorities

Jim Barnash, Former President of the Financial Planners Association & Senior Partner, Stride

 Consulting, Inc., Chicago, Illinois

3:00 Reception and Student Recognition


Registration:      $25/person, includes lunch

$50/per person with four hours of CFP® continuing education credit

$10/student, includes lunch


For more information or to make your reservation, please contact Amy Sanders at (573) 884-5958 or sandersal@missouri.edu or mail your check (payable to University of Missouri) to her at 14 Gwynn Hall, Columbia, MO 65211.


I encourage you to attend the symposium and, yes, we are charging a small fee to recoup some of our costs of providing travel and lodging to our speakers.  If, however, you have a class of students that would like to come and they don’t want to eat the $10 lunch, please contact Amy Sanders (sanderal@missouri.edu) with a list of their names and we’ll let them come for free.  Frankly, we lose money on the Symposium but can one really claim to have financial success, if they can’t give things away?    


Event Sponsors:               Personal Financial Planning Department, University of Missouri

Financial Planning Students Association

Office for Financial Success

                                                College of Human Environmental Sciences

Missouri Council on Economic Education

Mid-Missouri Estate Planning Council, Columbia, MO

Society of Financial Service Professionals, Columbia, MO

National Association of Insurance and Financial  Advisors, Columbia,


Waddell & Reed

Bank of Missouri

Missouri Credit Union Association

Missouri Cooperative Extension

Steamboat Financial

American Century Investments

Smith Moore and Company

State Farm Insurance

Shelter Insurance




-       Robert O. Weagley, Ph.D., CFP(R)

1 comment:

eddz1949 said...

Having a debt-free life is what each one of us asking for. It depends on us on how we handle our debt, and how we manage it. Thanks for the tips that you shared.