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AFS Annual Meeting 2019

Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.

6:59am CDT

Welcome from the AFS President! N/ASwarn Chatterjee

4:00pm CDT

Board Meeting & Dinner Hilton Minneapolis Room TEN01

7:00am CDT

Registration 202 B Foyer

7:30am CDT

Coffee Break 201-202 Foyer

9:00am CDT

A1a An Empirical Analysis of the S&P 500 Sector Dogs Trading Strategy [CFP Investments] 201 ABrett Cotten A1b The Historical Record on Active vs. Passive Mutual Fund Performance [CFP Investments] 201 ADavid Nanigian, Ph.D., CFP(R) A2a Can student debt lead to bankruptcy? 201 BThomas O'Malley A2b The Impact of Student Loans on Homeownership 201 BWendy Usrey A3a Does Willingness to Take Risk Mediate the Role of a Financial Planner When Clients Make Portfolio Allocation Decisions? 202 ABDanah Jeong A3b The Historical Performance of Equal-Weighted Indexes and ETF’s 202 ABGowri Shankar

10:00am CDT

Break 201-202 Foyer

10:30am CDT

B1a Using Behavioral Prompts to Improve Saving and Investment Decisions [CFP Behavioral Finance] 201 AVickie Bajtelsmit, PhD B1b Why Financial Planner Should Know Clients’ Psychological Factor Even in a Same Job: An Exploratory Study About Farmers [CFP Behavioral Finance] 201 AWookjae Heo B2a Cross Country Differences in the Profitability from Technical Analysis Strategies 201 BJiali (Jasmine) Fang B2b Kiwisaver: The First Ten Years 201 BClaire Matthews B3a Slow and Steady Wins the Race: The Impact of Chasing Returns on Quartile Rankings 202 ABRama Malladi B3b Financial Elder Abuse: A (Dis)confirmatory Analysis 202 ABSteven Lee

11:30am CDT

C1a Associations of Personality Traits and Life Insurance Ownership Among Elderly Americans [CFP Insurances Issues] 201 APreston Cherry C1b Gender Differences in Life Insurance Use: Evidence from the 2016 Survey of Consumer Finances [CFP Insurances Issues] 201 ATravis Mountain C2a Do Sophisticated Investors Have Higher Levels of Personal Financial Wellness? 201 BColleen Tokar Asaad C2b Underlying Dynamics in Life Satisfaction: Finite Mixture Model of Psycho-behavioral Characteristics and Health Risk Behaviors 201 BJae Min Lee C3a Debt Load Among College Students 202 ABStephanie Yates C3b The Effect of Household Student Debt on Life Satisfaction 202 ABThomas Korankye

12:30pm CDT

Keynote Presentation, Business Meeting, and Luncheon 205 ABCora Pettipas

2:30pm CDT

D1a Information Illusion: Placebic Information and Stock Price Estimates [CFP Investment Issues] 201 AAndreas Oehler D1b Moderation of Confidence Level on the Impact of Investment Risk Tolerance on Portfolio Risk [CFP Investment Issues] 201 AZheying (Anthea) Yao D3a Brawl at the Gates: How DLT is Transforming the Financial Services Sector 202 ABMieszko Mazur D3b Day-of-the-Week Effects in Virtual Currency Markets: Evidence from Bitcoin 202 ABImtiaz Mazumder

3:30pm CDT

HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship 202 ABMichelle Cull HSBC Best Papers Presentation 2- Credit Usage, Payment Behavior, and the Accuracy Of Consumer Credit Files 202 ABL. Douglas Smith

4:29pm CDT

P100 Wiley Poster Session and Reception 205 AB

4:30pm CDT

P101 Estimating Test-Retest Reliability Scores for Financial Risk-Taking Questionnaires 205 ABJohn Grable P102 Does Seeking Financial Help Moderate the Association Between Past Trauma and Financial Planning Decisions of Households: Evidence from a National Study 205 ABSwarn Chatterjee P103 Examining the Alternative Financial Service Use among Millennials Using the Information-Motivation-Behavioral Skills Model 205 ABNarang Park P104 Financial Well-Being of Vulnerable Populations 205 ABMarty Cotwright P105 Precautionary Savings Behaviour and Borrowing for Health Shocks among Saudi Arabians 205 ABEiman Osseilan P106 Psychological resources and financial stress response 205 ABNarang Park P107 The Impact of Social Support on Financial Satisfaction for Senior Couples 205 ABLiqin (Ellen) Shen P108 The Relationship Between Household Agreement and Financial Satisfaction 205 ABBlake Thomas Gray

6:15pm CDT

AFS Program Director's Meeting Hilton Minneapolis

7:00am CDT

FPA® Ethics: New Standards for a Fiduciary World [CFP CE] 101 DEFGDaniel Candura, CFP® Registration 201-202 Foyer

8:00am CDT

FPA® Connection Kick-off 101 ABC FPA® New Planner Breakfast 200 ABCDE Breakfast with Wiley: Resources for Personal Finance 202 AB

9:00am CDT

FPA® General Session: Mentoring and Role Models: A View From the Bench Main AuditoriumAlan Page

10:30am CDT

10:45am CDT

FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE] 205 AB FPA® Educational Breakout Sessions | Block 1: Advisory Firms in 2030: The Innovation Imperative 101 HIJ FPA® Educational Breakout Sessions | Block 1: How an Adviser Can Add Value Through Behavioral Coaching [CFP CE] M100 ABCDEJim Entwisle FPA® Educational Breakout Sessions | Block 1: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids! [CFP CE] 101 ABCCozette Wittman FPA® Educational Breakout Sessions | Block 1: Serving the Morphed Culture and the AUM-Light 101 DEFGJames Brewer, MBA, CRPC®, AIF®, CFP®, CDFA®, CFSLA • Nandita Das, PhD, CFA, CFP®, EA, RICP® FPA® Educational Breakout Sessions | Block 1: The New Era Of Wellth Management [CFP CE] 200 ABCDERobert Laura, CPRC, AAMS, CMFC, CRPC, CKA FPA® Educational Breakout Sessions | Block 1: Understanding How Different Types of Annuities Work [CFP CE] 200 FGHIJWade Pfau, PhD, CFA FPA® Latino Knowledge Circle 102 A E1a Focusing on Both Sides of the Balance Sheet: The Benefit of Liability Optimization 201 AZhikun Liu E1b Career and Education Choice as Central Elements of Long-Term Financial Planning 201 AInga Timmerman E2a Do Misleading Financial Advisor Credentials Actually Mislead Investors? 201 BPatrick Lach E2b Financial Designations: Can they be Gateways to Financial Planning Education? 201 BDavid Mannaioni, CFP®, MPAS E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability 202 ABKenneth John White, Jr. E3b The Relationship between Personality Traits and Stock Investment Decisions as Mediated by Financial Risk Preference 202 ABYi (Bessie) Liu

11:00am CDT

FPA® Financial Planning Challenge: Case Study Presentations [CFP CE] 102 DE

11:30am CDT

FPA® Exhibit Hall Grand Opening & Lunch Exhibit Hall B FPA® Exhibit Hall Exhibit Hall B

12:00pm CDT

FPA® Quick Start: Developing Your Personal Marketing Plan 101 HIJAdam Kornegay, RCC™ FPA® Quick Start: Inspiring Client Trust: Insights from the Latest Research on Risk Assessment [CFP CE] M100 ABCDESheila Ohlund, CPA, CFA, MBA

12:45pm CDT

FPA® Quick Start: Are You Helping Your Clients Efficiently Plan For Longevity? M100 ABCDEGreg Goin, CFP, CLU, CRPC FPA® Quick Start: Cultural Intelligence: Understanding Different Values & Behaviors in Financial Planning [CFP CE] M100 ABCDEStephanie J. Lee, CFP® Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance 202 AB

1:45pm CDT

F1a CANCELLED Are Optimistic Investors Smarter and Alone? 201 AAndrew Scott F1b Charitable Giving by Married Couples: A Household Bargaining Explanation 201 AYi (Bessie) Liu F2a Is Household’s Risk Perception a determinant of a Household’s Portfolio Choices? Evidence from the 2012 Wave of Health and Retirement Study 201 BXianwu Zhang F2b Student-Loan Debt and Philanthropic Behavior of the Household 201 BThomas Korankye F3a Modern Portfolio Theory and the Efficient Markets Hypothesis: How Well Did They Serve Canada’s Baby-boom Generation? 202 ABJim Fischer F3b Perceived versus Actual Investor Sophistication; A Behavioral Study 202 ABStuart Michelson FPA® General Session: Artificial Intelligence and the Future of Work Main AuditoriumSheelah Kolhatkar

3:00pm CDT

Break Foyer FPA® Cocktails in the Exhibit Hall Exhibit Hall B

3:15pm CDT

FPA® Quick Start: Are You Setting the Stage for Team Member Ghosting? 101 HIJSarah E. Dale, Certified Generations Professional DISC U Motivators Navigator certified • Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator FPA® Quick Start: Reverse Mortgage in a Comprehensive Financial Plan [CFP CE] M100 ABCDESteve Resch

3:30pm CDT

FPA® Academic Research Presentations (JFP/AFS), Part 2 [CFP CE] 205 AB FPA® Educational Breakout Sessions | Block 2a: Evaluating the Costs and Benefits of ESG Investing [CFP CE] 101 DEFGWilliam Droms, CFA • Robert Huebscher FPA® Educational Breakout Sessions | Block 2a: Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning [CFP CE] 200 ABCDERobert Mauterstock, Jr., CFP®, CLU, ChFC, CLTC FPA® Educational Breakout Sessions | Block 2a: The 60/40 Portfolio is Dead: How MPT Fails Investors In or Near Retirement [CFP CE] 101 ABCGib Watson, III, CIMA FPA® Public Policy & Regulation Knowledge Circle 102 A G1a Fundamental Analysis versus Technical Analysis: Which Matters More? 201 ALeon Li G1b The Complex Gets More So; Another Variable of Interest for Equity Index Annuities 201 ASteve Fraser G2a Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance? 201 BMatthias Horn G2b The Alpha and Omega of Financial Risk-Tolerance Assessment 201 BWookjae Heo G3b Work-Life Balance and Burnout Among Women in Financial Planning 202 ABJennifer Lehman

4:00pm CDT

FPA® Quick Start: Public Markets, Real Estate & the Healthcare Sector M100 ABCDECaroline Chiodo, CFA FPA® Educational Breakout Sessions | Block 2b: NexGen Mini Talks: Raising the Bar for the Financial Planning Profession 101 HIJ FPA® Educational Breakout Sessions | Block 2b: What Does Independence Really Mean: Defining your Strategy in a Changing Market 200 FGHIJScott Slater

4:30pm CDT

Break N/A

4:45pm CDT

FPA® Quick Start: Changes to the Bloomberg Barclays U.S. Aggregate Index [CFP CE] M100 ABCDEDouglas Gimple FPA® Academic Research Presentations (JFP/AFS), Part 3 [CFP CE] 205 AB FPA® Educational Breakout Sessions | Block 3a: Building an Inclusive Culture for Growing Businesses 101 DEFG FPA® Educational Breakout Sessions | Block 3a: Crisis of Confidence: how to overcome the mindsets and methods keeping you from delivering massive value, building a $1m+ practice and taking 100+ days off a year... 200 ABCDEStephanie Bogan FPA® Educational Breakout Sessions | Block 3a: Optimizing Social Security Benefits is Still Complicated 101 ABCWilliam Reichenstein, PhD, CFA FPA® Tax and Estate Planning Knowledge Circle 102 A H1a Life Insurance Ownership – A Perspective from Relationship Quality 201 AJanine Sam H1b What Are the Determinants of Purchasing Life Insurance Among Older Americans? 201 AHossein Salehi H2b The Role of Risk Tolerance As a Mediator Between Family Income and Smoking and Drinking Behavior 201 BEJ Kwak H3a Radicalization of Financial Literacy 202 ABSteven Syrmopoulos H3b The Financial Behavior of Leisure Vehicle Owners 202 ABAndrew Scott

5:15pm CDT

FPA® Educational Breakout Sessions | Block 3b: Career Paths in Financial Planning 200 FGHIJMarilyn Mohrman-Gillis, ESQ • Mark Tibergien FPA® Educational Breakout Sessions | Block 3b: Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan [CFP CE] 101 HIJWade Pfau, PhD, CFA

5:45pm CDT

AFS Annual Meeting Adjourns N/A