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Personal Finance Symposium VI

Posted: Mar. 12, 2014

Personal Finance Symposium VI, "Help, I Need Somebody," will be held on April 23, 2014 at the Reynolds Alumni Center. This event is open to the public. RSVP required.

Program Agenda:

9:00 am

Welcome and Introduction
Robert O. Weagley, PhD, CFP®, Chair Personal Financial Planning

9:15 am

"Back on the Ground, Budgeting Our Economy"
Stephanie Kelton, PhD, Chair Department of Economics
University of Missouri, Kansas City

10:15 am

"Living on the Edge, Six Years After the Financial Crisis"
Jim Fuchs, Assistant Vice President
Federal Reserve Bank of St. Louis, MO

11:15 am

Campus Welcome
R. Bowen Loftin, Chancellor, University of Missouri

11:45 am

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, EdD, Director of Academic Programs and Initiatives, Certified Financial Planner Board of Standards, Inc.
Washington, DC

Registration: $30/person (includes lunch); $60/person for 4 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 the University of Missouri) to 122 Gwynn Hall, Columbia, MO 65211. Download flyer »

Personal Finance Symposium V Presentations

Posted: May 6, 2013

If you missed Personal Finance Symposium V: Sustainable Family Finance, you can watch the presentations and download the presentation materials here.

Personal Finance Symposium IV Presentations

Posted: Apr. 26, 2012

If you missed the Financial Symposium IV, you can watch the presentations and download the presentation materials here.

Become a Friend for Financial Success

Posted: July 13, 2011

The Office for Financial Success has been given an opportunity to make a greater impact on our students and community by moving to an expanded and more prominent location in Stanley Hall. Renovations will provide a contemporary, effective learning environment for students and create additional offices for faculty. The cost will be upwards of $200,000. This tremendous opportunity must be pursued and we have until September 1, 2011 to raise the necessary funds. We cannot do this alone and we must turn to our alumni, friends, and industry for support.

I, respectfully, ask you to consider becoming a Friend for Financial Success by making a gift of $25,000 through an outright gift or pledge to the OFS Renovation Project. To demonstrate my faith in the efficacy of this project through a personal commitment, I will match 2.5% of all donations, up to $5,000, from my personal funds. We have until September 1.

- Robert O. Weagley, PhD, CFP®

Friends for Financial Success benefit from:

  • Increased visibility with students, faculty, alumni, and citizens from having the corporate name listed on the OFS website with link to corporation’s home page, as well as on the OFS donor wall
  • OFS’s link with the Missouri personal finance teachers and Outreach and Extension staff to extend the name statewide, broadening the scope of the public reached
  • Involvement in executive-in-residence programs, career panels, advisory boards, and placement activities
  • The latest information about students, faculty, programs, and facilities
  • Access to valuable research expertise and findings

For more information on giving to this unique opportunity, please contact:

Nancy Schultz
HES Office of Advancement
122 Gwynn Hall
University of Missouri
Columbia, MO 65211

(573) 882-5142
schultzn@missouri.edu

Personal Finance Symposium III Presentations

Posted: Apr. 22, 2011

If you missed the Financial Symposium III: In Debt We Trust, Living in a Leveraged World, you can download the following presentation materials:

The Financial Planning Student Association

Posted: Jan. 27, 2011

Meeting weekly and led by seniors majoring in Personal Financial Planning, our Financial Planning Student Association (FPSA) offers students an opportunity to develop leadership skills and to make professional contacts. Leaders in the financial planning profession come to speak to students to share their insights and experiences with the next generation of financial professionals. Students participating in FPSA begin to build their professional network, taking field trips to financial service businesses and professional meetings. In the past few years, students have planned and carried-out field trips to various large financial service marketplaces including:

  • Kansas City - American Century and Waddell & Reed
  • St. Louis -Wells Fargo Advisors, Edward Jones, Scottrade, Stifel - Nicholaus, Buckingham Advisors, and Smith-Moore and Company.
  • Chicago - Mercantile Exchange, Morgan Stanley, Ariel Mutual Funds
  • New York - Deutsche Bank, New York Stock Exchange, American stock Exchange, Merrill Lynch

Our students are often asked to help at the national Financial Planners' Association (FPA) annual conference. Students attending this event have the opportunity to meet leading financial planners from across the globe as well as to work alongside students from other financial planning programs across the country.

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