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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.