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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.
avatar for Janine Sam

Janine Sam

Shepherd University
Assistant Professor
West Virginia
As an early career researcher and academic, I am engaged with current financial planning issues that are relevant and applicable to both consumers and financial planning practitioners. I oversee the Financial Planning program at Shepherd University, and I am currently teaching Risk Management, Capstone and other business courses.
Monday, October 14
 

4:00pm CDT

Board Meeting & Dinner Hilton Minneapolis Room TEN01
 
Tuesday, October 15
 

9:00am CDT

A2a Can student debt lead to bankruptcy? 201 BThomas O'Malley

10:00am CDT

Break 201-202 Foyer

10:30am CDT

B2b Kiwisaver: The First Ten Years 201 BClaire Matthews

11:30am CDT

C1b Gender Differences in Life Insurance Use: Evidence from the 2016 Survey of Consumer Finances [CFP Insurances Issues] 201 ATravis Mountain 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

3:30pm CDT

HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship 202 ABMichelle Cull

4:29pm CDT

P100 Wiley Poster Session and Reception 205 AB

4:30pm CDT

P103 Examining the Alternative Financial Service Use among Millennials Using the Information-Motivation-Behavioral Skills Model 205 ABNarang Park P108 The Relationship Between Household Agreement and Financial Satisfaction 205 ABBlake Thomas Gray

6:15pm CDT

AFS Program Director's Meeting Hilton Minneapolis
 
Wednesday, October 16
 

8:00am CDT

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

Break Foyer

10:45am CDT

FPA® Educational Breakout Sessions | Block 1: How an Adviser Can Add Value Through Behavioral Coaching [CFP CE] M100 ABCDEJim Entwisle

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

12:00pm CDT

FPA® Quick Start: Developing Your Personal Marketing Plan 101 HIJAdam Kornegay, RCC™

12:45pm CDT

Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance 202 AB

3:00pm CDT

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

3:30pm CDT

G3b Work-Life Balance and Burnout Among Women in Financial Planning 202 ABJennifer Lehman

4:30pm CDT

Break N/A

4:45pm CDT

H1a Life Insurance Ownership – A Perspective from Relationship Quality 201 AJanine Sam

5:15pm CDT

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