Thursday, March 21, 2013

Personal Finance Symposium V Sustainable Family Finance


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


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



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 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




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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