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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
.
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Break
FPA
General Session
Informational
Meeting
Oral Session
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Concurrent A
Concurrent B
Concurrent C
Concurrent D
Concurrent E
Concurrent F
Concurrent G
Concurrent H
Poster Session
Reception
Registration
Special Session
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Popular Events
#1
Welcome from the AFS President!
#2
Board Meeting & Dinner
#3
Keynote Presentation, Business Meeting, and Luncheon
#4
Registration
#5
Break
#6
B1a Using Behavioral Prompts to Improve Saving and Investment Decisions [CFP Behavioral Finance]
#7
P100 Wiley Poster Session and Reception
#8
D1b Moderation of Confidence Level on the Impact of Investment Risk Tolerance on Portfolio Risk [CFP Investment Issues]
#9
Coffee Break
#10
A2a Can student debt lead to bankruptcy?
#11
A2b The Impact of Student Loans on Homeownership
#12
B1b Why Financial Planner Should Know Clients’ Psychological Factor Even in a Same Job: An Exploratory Study About Farmers [CFP Behavioral Finance]
#13
C1b Gender Differences in Life Insurance Use: Evidence from the 2016 Survey of Consumer Finances [CFP Insurances Issues]
#14
C3b The Effect of Household Student Debt on Life Satisfaction
#15
D1a Information Illusion: Placebic Information and Stock Price Estimates [CFP Investment Issues]
#16
HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship
#17
AFS Program Director's Meeting
#18
A1a An Empirical Analysis of the S&P 500 Sector Dogs Trading Strategy [CFP Investments]
#19
A1b The Historical Record on Active vs. Passive Mutual Fund Performance [CFP Investments]
#20
B2b Kiwisaver: The First Ten Years
#21
C1a Associations of Personality Traits and Life Insurance Ownership Among Elderly Americans [CFP Insurances Issues]
#22
C2a Do Sophisticated Investors Have Higher Levels of Personal Financial Wellness?
#23
C3a Debt Load Among College Students
#24
HSBC Best Papers Presentation 2- Credit Usage, Payment Behavior, and the Accuracy Of Consumer Credit Files
#25
P103 Examining the Alternative Financial Service Use among Millennials Using the Information-Motivation-Behavioral Skills Model
#26
P106 Psychological resources and financial stress response
#27
C2b Underlying Dynamics in Life Satisfaction: Finite Mixture Model of Psycho-behavioral Characteristics and Health Risk Behaviors
#28
P101 Estimating Test-Retest Reliability Scores for Financial Risk-Taking Questionnaires
#29
P102 Does Seeking Financial Help Moderate the Association Between Past Trauma and Financial Planning Decisions of Households: Evidence from a National Study
#30
Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance
#31
Breakfast with Wiley: Resources for Personal Finance
#32
FPA® Exhibit Hall Grand Opening & Lunch
#33
FPA® Cocktails in the Exhibit Hall
#34
G3b Work-Life Balance and Burnout Among Women in Financial Planning
#35
FPA® Financial Planning Challenge: Case Study Presentations [CFP CE]
#36
Break
#37
Break
#38
F3b Perceived versus Actual Investor Sophistication; A Behavioral Study
#39
H1a Life Insurance Ownership – A Perspective from Relationship Quality
#40
FPA® General Session: Mentoring and Role Models: A View From the Bench
#41
Break
#42
E2a Do Misleading Financial Advisor Credentials Actually Mislead Investors?
#43
E2b Financial Designations: Can they be Gateways to Financial Planning Education?
#44
E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability
#45
FPA® Educational Breakout Sessions | Block 1: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids! [CFP CE]
#46
G2a Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance?
#47
H1b What Are the Determinants of Purchasing Life Insurance Among Older Americans?
#48
H3a Radicalization of Financial Literacy
#49
H3b The Financial Behavior of Leisure Vehicle Owners
#50
AFS Annual Meeting Adjourns
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Monday, Oct 14
Tuesday, Oct 15
Wednesday, Oct 16
Recently Active Attendees
Jenn Breitenbach
Zhikun Liu
Mark Lush
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Miranda Reiter, CFP®
Yi (Bessie) Liu
Wookjae Heo
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