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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.

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

10:30am 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

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

10:45am CDT

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

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

3:30pm CDT

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

4:45pm CDT

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