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.
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Wednesday, October 16

7:00am CDT

8:00am CDT

9:00am CDT

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

11:30am CDT

12:00pm CDT

12:45pm CDT

1:45pm CDT

3:00pm CDT

3:15pm CDT

3:30pm CDT

4:00pm CDT

4:30pm CDT

4:45pm CDT

5:15pm CDT

5:45pm CDT

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