Tuesday, April 5, 2011

In Debt We Trust: Living in a Leveraged World

I want to encourage you to attend this year’s Personal Finance Symposium.  This year’s line-up of speakers is outstanding.  The focus of the Symposium is credit and debt but we have tried very hard for a broad appeal with a presentation on each of the following: bonds and interest rate risk, the relationships people have with their money, investment management, and an update on estate planning.  Hence, we have something for everyone!  Our goal is to have the public join our students and members of the finance professions for informal discussions and informative presentations.  This year, we are offering a sit down lunch and a luncheon speaker: the Honorable Robin Carnahan, Missouri Secretary of State.


Please, join us for the day.  I promise the benefits will exceed the costs.

Personal Finance Symposium III

“In Debt We Trust: Living in a Leveraged World”

April 20, 2011

9:30 a.m. – 3:30 p.m.

Stotler Lounge, Memorial Union, University of Missouri

Columbia, Missouri


9:30 Welcome and Introduction:

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

Welcome to MU

Chancellor Brady Deaton, University of Missouri

10:00 a.m. “Interest Rate Risk Measurement & Management

Michael Dorigan, Senior Quantitative Analyst, PNC Capital Advisors, Philadelphia, Pennsylvania

11:00 a.m. “When Logic Leaves the Room: Understanding How Difficult Financial Decisions Are Made”

Ted Klontz, Ph.D., Author and Principal, Klontz Consulting Group, Nashville, Tennessee

12:00 noon Lunch – Mark Twain Ballroom, Memorial Union

Speaker:  The Honorable Robin Carnahan, Secretary of State.

  University of Missouri MoTax Student Volunteer Recognition

1:30 “The Quest for Alpha”

Larry Swedroe, Principal and Director of Research, Buckingham Asset Management, St. Louis, Missouri

2:30 “When Death Do Us Part:  Estate Planning Under the New Tax Law

Scott Blakesley, Partner, Spencer Fane Britt & Browne LLP, Kansas City, Missouri

 3:30 Adjourn


Registration: RSVP preferred

Program:             $30/person, includes lunch

$50/per person with four hours of 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 a check (Payable to University of Missouri) to:


Amy Sanders, University of Missouri, 14 Gwynn Hall, Columbia, MO 65211


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


High School teachers: We 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 (sandersal@missouri.edu) with a list of their names.  We’ll let them attend for free, as seats are available.  Frankly, we lose money on the Symposium but can one really claim to have financial success, if they can’t give things away?    


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