It is that time of year, again. Time for our annual Personal Finance Symposium. This year’s line-up of speakers continues the tradition of outstanding leaders in the profession. Please see the list of speakers below, as well as how to register for the program. I have also attached reply cards, invitations, and a poster if you have others you’d like to invite to participate in the Symposium. We look forward to seeing you on 17 April! - Rob Weagley Personal Finance Symposium V Sustainable Family Finance April 17, 2013 Reynolds Alumni Center University of Missouri - Columbia, MO Program 9:30 a.m. Welcome and Introduction Robert O. Weagley, Ph.D., CFP®, Chair, Personal Financial Planning Betsy Rodriguez, Vice President for Human Resources University of Missouri 10:00 a.m. “Money Sanity Solutions: Build Healthy Money Habits for a Successful Future” Nathan Dungan, President and Founder; Share Save Spend, Minneapolis, MN 11:00 a.m. “Choosing the ‘Best’ Insurance Product: Matching Needs with Solutions” John Olsen, President; Olsen Financial Group, Kirkwood, MO 12:00 Lunch 1:30 p.m. “What Recovery? The Muddle-Through Economy” Juli Niemann, Executive Vice President, Research and Portfolio Management; Smith, Moore & Co., Clayton, MO 2:30 p.m. “Financial Literacy 101 from a Past U.S. Treasurer” Anna E. Cabral, Unit Chief of Strategic Communications in the External Relations Division of Inter-American Development Bank and former Treasurer of the United States of America, Arlington, VA Registration: Program: $30/person (includes lunch) $60/per person for 4 Hours CFP® Continuing Education Credit (includes lunch) $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 check (payable to University of Missouri) to 365 McReynolds Hall, Columbia, MO 65211 Open to the Public ~ RSVP Required Sponsored by the Personal Financial Planning Department - University of Missouri Office for Financial Success, Center for Economic Education and the College of Human Environmental Sciences |
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Robert O. Weagley, Ph.D., CFP(r)
Chair, Personal Financial Planning
241 Stanley Hall
University of Missouri
Columbia, MO 65211
573-882-9651 - o
573-884-8389 - f
The 3 C's of life
Choices, chances, changes.
You must make a choice, to take a chance or your life will never change.
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