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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 Mark Lush

Mark Lush

NORC at the University of Chicago
Manager, Behavioral Scientist
Chicago, IL
Tuesday, October 15
 

7:00am CDT

Registration 202 B Foyer

7:30am CDT

Coffee Break 201-202 Foyer

9:00am CDT

A2a Can student debt lead to bankruptcy? 201 BThomas O'Malley A2b The Impact of Student Loans on Homeownership 201 BWendy Usrey

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

11:30am CDT

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

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

3:30pm CDT

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 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 P106 Psychological resources and financial stress response 205 ABNarang Park
 
Wednesday, October 16
 

7:00am CDT

Registration 201-202 Foyer

8:00am CDT

Breakfast with Wiley: Resources for Personal Finance 202 AB

10:30am CDT

Break Foyer

10:45am CDT

FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE] 205 AB FPA® Educational Breakout Sessions | Block 1: How an Adviser Can Add Value Through Behavioral Coaching [CFP CE] M100 ABCDEJim Entwisle E1b Career and Education Choice as Central Elements of Long-Term Financial Planning 201 AInga Timmerman 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

12:45pm CDT

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

1:45pm CDT

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

3:00pm CDT

FPA® Cocktails in the Exhibit Hall Exhibit Hall B

3:30pm CDT

G2a Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance? 201 BMatthias Horn

4:30pm CDT

Break N/A

4:45pm CDT

H3a Radicalization of Financial Literacy 202 ABSteven Syrmopoulos