collage of money, charts, student working and graduating

Personal Finance Symposium VII

I would like to take this week’s Financial Tip and make you aware of this year’s Personal Finance Symposium.

It begins at 9:30 am on November 4th in the Reynolds Alumni Center.  Following a welcoming by Missouri State Treasurer Clint Zweifel, we will have two presentations before lunch dedicated to issues related to higher education.  Dr. Emmons of the St. Louis Federal Reserve bank will speak on his research that points to differences between races with regard to the personal wealth recovery, as a result of the Great Recession.  His talk will be followed by Dr. Elliott, of Kansas University, with his research on personal savings educational accounts for low- to moderate-income household.

After lunch, the Head of Retirement Research at Morningstar, David Blanchett, will speak on matters related to investment portfolio allocations.  The sessions close following David Oransky, representing the Kinder Institute from his firm Laminar Wealth, on the importance of bringing the human element to one’s relationship with money.

The cost is $10 for students, $40 for members of the public, and $70 for CFP professionals seeking continuing education (CE) credits.

If you are a teaching in a high-school and would like to bring your students to the program and can find a way to have lunch on your own, we welcome you at no cost.  We only ask that we know ahead of time the number who will attend.

We look forward to seeing you on November 4th, 2015.