collage of money, charts, student working and graduating

Help, I Need Somebody

We would like to invite you to attend this year’s Personal Finance Symposium entitled HELP, I Need Somebody. While the title was borrowed from a line in the Beatles’ song, Help, the point is that families and individuals are in need of help and good advice with their personal finances.  Sometimes, this comes in the form of government expenditures, programs, and policies. Other times, it comes from a trusted professional or family member. Many times, the help is fraught with political wrangling over ideas that we do not understand.  o help address this, we’ve again pulled together speakers our faculty and friends have heard speak at various conferences over the past couple of years. The program follows, but let me add some brief reviews as an enticement to attend.

Stephanie Kelton, Chair of the Economics Department at the University of Missouri-Kansas City, was heard by both Ryan Law and I at the 2012 Financial Planners Association meeting. After her presentation, we looked at each other and I said, “I’ve never seen a presentation about the federal deficit that left me questioning today’s press in such a way.”  Her talk was entertaining, as well as enlightening. While you may not agree with her, an educated person needs to consider all aspects of a problem. Then again, you might just agree with her.  You won’t know, if you don’t come.

Jim Fuchs of the St. Louis Federal Reserve comes to us upon the recommendation of his supervisor, who was suggested by Mike English, formerly of the Missouri Council on Economic Education and our Board of Advisors. Mr. Fuchs is responsible for analyzing and communicating the research of the Federal Reserve Bank (aka, The Fed). In particular, his focus is to be on what we know about the economics and finances of the American public, following the Great Recession.  The facts are real. They will generate discussion.

Prior to lunch, we are fortunate to have Chancellor R. Bowen Loftin welcome you to our campus.  You will see why Chancellor Loftin is so popular with the MIZZOU faculty and students. His leadership style is a good fit for Missouri and his smile is contagious. Come welcome him to our state with the smile you are sure to be wearing.

Thomas McAuliffe, from the Missouri Foundation for Health, is the recommendation of Graham McCaulley and Andrew Zumwalt who heard him speak at the Association for Financial Counseling and Planning Education Annual Conference. He understands the Affordable Care Act and the multiple issues that surround it in today’s political marketplace of ideas. He is sure to stir some thoughts, controversies, and realities you’ve not considered.

Finally, Charles Chaffin, our friend and the Director of Academic Programs and Initiatives at the Certified Financial Planners Board of Standards, will present his visions for increasing collaborations between industry and educators in the field of financial planning.  We all know how acute the need for quality financial advice is in our country. Charles’s communication style will have you wondering what you can do to help bridge this gap between those being educated and those engaged in financial services. If you are young enough, it might lead you to consider the field of financial planning as a means of helping your fellow citizens. If you are a planner, it might help you add quality employees or create that succession plan you’ve delayed in implementing.

The cost to attend is $30, including lunch, and $50 if you want CFP continuing education credits.  (We are working to provide state of Missouri Insurance CE credits, as well.) If you are a college student, the cost is $10 which covers the cost of your lunch.  If you are a teacher or a high school aged individual and you would like to attend but costs are a consideration, please contact me at . We will make it possible for students to attend. After all, we don’t do this to make money. We do this to serve. Serving the next generation seems like a good investment to this old man.

Please, plan to join us on April 23, 2014 at the beautiful University of Missouri campus.

– Rob Weagley

Personal finance Symposium VI
Help, I need Somebody
April 23, 2014
Reynolds Alumni Center
University of Missouri

This year’s speakers include:

  • 9:00 am – Welcome – Robert O. Weagley, Ph.D., CFP®, Chair, Personal Financial Planning, University of Missouri, Columbia, MO
  • 9:15 am – Back on the Ground, Budgeting our Economy, Stephanie Kelton, Ph.D., Chair, Department of Economics, University of Missouri-Kansas City, Kansas City, MO
  • 10:15 am – Living on the Edge, Six Years After the Financial Crisis, Jim Fuchs, Assistant Vice President, Federal Reserve Bank of St. Louis, St. Louis, MO
  • 11:15 am –  Campus Welcome – Chancellor R. Bowen Loftin
  • 11:45-1:00 – Lunch
  • 1:00 pm – Understanding the Affordable Care Act:  Health Reform in Missouri, Thomas McAuliffe, Missouri Foundation for Health, St. Louis, MO
  • 2:00 pm – Opportunities for Collaboration between Academia and Practice in Financial Planning, Charles R. Chaffin, Ed.D., Director of Academic Programs and Initiatives, Certified Financial Planner Board of Standards, Inc., Washington, DC