Sched.com Conference Mobile Apps
AFS Annual Meeting 2019
has ended
Create Your Own Event
AFS Annual Meeting 2019
-
Saved To
My Schedule
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
.
Schedule
Simple
Expanded
Grid
By Room
Presenters
Speakers
Attendees
Search
or browse by date + venue
Break
FPA
General Session
Informational
Meeting
Oral Session
All
Concurrent A
Concurrent B
Concurrent C
Concurrent D
Concurrent E
Concurrent F
Concurrent G
Concurrent H
Poster Session
Reception
Registration
Special Session
Popular
Sign up
or
log in
to bookmark your favorites and sync them to your phone or calendar.
menu
Menu
Log in
Sign up
Schedule
Presenters
Speakers
Attendees
Search
tune
Filter sessions
Simple
Expanded
Grid
By Room
Monday
, October 14
Hilton Minneapolis Room TEN01
4:00pm •
Board Meeting & Dinner
N/A
6:59am •
Welcome from the AFS President!
Tuesday
, October 15
201 A
9:00am •
A1b The Historical Record on Active vs. Passive Mutual Fund Performance [CFP Investments]
9:00am •
A1a An Empirical Analysis of the S&P 500 Sector Dogs Trading Strategy [CFP Investments]
10:30am •
B1b Why Financial Planner Should Know Clients’ Psychological Factor Even in a Same Job: An Exploratory Study About Farmers [CFP Behavioral Finance]
10:30am •
B1a Using Behavioral Prompts to Improve Saving and Investment Decisions [CFP Behavioral Finance]
11:30am •
C1a Associations of Personality Traits and Life Insurance Ownership Among Elderly Americans [CFP Insurances Issues]
11:30am •
C1b Gender Differences in Life Insurance Use: Evidence from the 2016 Survey of Consumer Finances [CFP Insurances Issues]
2:30pm •
D1a Information Illusion: Placebic Information and Stock Price Estimates [CFP Investment Issues]
2:30pm •
D1b Moderation of Confidence Level on the Impact of Investment Risk Tolerance on Portfolio Risk [CFP Investment Issues]
201 B
9:00am •
A2b The Impact of Student Loans on Homeownership
9:00am •
A2a Can student debt lead to bankruptcy?
10:30am •
B2b Kiwisaver: The First Ten Years
10:30am •
B2a Cross Country Differences in the Profitability from Technical Analysis Strategies
11:30am •
C2b Underlying Dynamics in Life Satisfaction: Finite Mixture Model of Psycho-behavioral Characteristics and Health Risk Behaviors
11:30am •
C2a Do Sophisticated Investors Have Higher Levels of Personal Financial Wellness?
201-202 Foyer
7:30am •
Coffee Break
10:00am •
Break
202 AB
9:00am •
A3a Does Willingness to Take Risk Mediate the Role of a Financial Planner When Clients Make Portfolio Allocation Decisions?
9:00am •
A3b The Historical Performance of Equal-Weighted Indexes and ETF’s
10:30am •
B3a Slow and Steady Wins the Race: The Impact of Chasing Returns on Quartile Rankings
10:30am •
B3b Financial Elder Abuse: A (Dis)confirmatory Analysis
11:30am •
C3b The Effect of Household Student Debt on Life Satisfaction
11:30am •
C3a Debt Load Among College Students
2:30pm •
D3a Brawl at the Gates: How DLT is Transforming the Financial Services Sector
2:30pm •
D3b Day-of-the-Week Effects in Virtual Currency Markets: Evidence from Bitcoin
3:30pm •
HSBC Best Papers Presentation 1- The Role of Trust in Building the Client-Planner Relationship
3:30pm •
HSBC Best Papers Presentation 2- Credit Usage, Payment Behavior, and the Accuracy Of Consumer Credit Files
202 B Foyer
7:00am •
Registration
205 AB
12:30pm •
Keynote Presentation, Business Meeting, and Luncheon
4:29pm •
P100 Wiley Poster Session and Reception
4:30pm •
P101 Estimating Test-Retest Reliability Scores for Financial Risk-Taking Questionnaires
4:30pm •
P107 The Impact of Social Support on Financial Satisfaction for Senior Couples
4:30pm •
P104 Financial Well-Being of Vulnerable Populations
4:30pm •
P106 Psychological resources and financial stress response
4:30pm •
P103 Examining the Alternative Financial Service Use among Millennials Using the Information-Motivation-Behavioral Skills Model
4:30pm •
P108 The Relationship Between Household Agreement and Financial Satisfaction
4:30pm •
P105 Precautionary Savings Behaviour and Borrowing for Health Shocks among Saudi Arabians
4:30pm •
P102 Does Seeking Financial Help Moderate the Association Between Past Trauma and Financial Planning Decisions of Households: Evidence from a National Study
Hilton Minneapolis
6:15pm •
AFS Program Director's Meeting
Wednesday
, October 16
101 ABC
8:00am •
FPA® Connection Kick-off
10:45am •
FPA® Educational Breakout Sessions | Block 1: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids! [CFP CE]
3:30pm •
FPA® Educational Breakout Sessions | Block 2a: The 60/40 Portfolio is Dead: How MPT Fails Investors In or Near Retirement [CFP CE]
4:45pm •
FPA® Educational Breakout Sessions | Block 3a: Optimizing Social Security Benefits is Still Complicated
101 DEFG
7:00am •
FPA® Ethics: New Standards for a Fiduciary World [CFP CE]
10:45am •
FPA® Educational Breakout Sessions | Block 1: Serving the Morphed Culture and the AUM-Light
3:30pm •
FPA® Educational Breakout Sessions | Block 2a: Evaluating the Costs and Benefits of ESG Investing [CFP CE]
4:45pm •
FPA® Educational Breakout Sessions | Block 3a: Building an Inclusive Culture for Growing Businesses
101 HIJ
10:45am •
FPA® Educational Breakout Sessions | Block 1: Advisory Firms in 2030: The Innovation Imperative
12:00pm •
FPA® Quick Start: Developing Your Personal Marketing Plan
3:15pm •
FPA® Quick Start: Are You Setting the Stage for Team Member Ghosting?
4:00pm •
FPA® Educational Breakout Sessions | Block 2b: NexGen Mini Talks: Raising the Bar for the Financial Planning Profession
5:15pm •
FPA® Educational Breakout Sessions | Block 3b: Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan [CFP CE]
102 A
10:45am •
FPA® Latino Knowledge Circle
3:30pm •
FPA® Public Policy & Regulation Knowledge Circle
4:45pm •
FPA® Tax and Estate Planning Knowledge Circle
102 DE
11:00am •
FPA® Financial Planning Challenge: Case Study Presentations [CFP CE]
200 ABCDE
8:00am •
FPA® New Planner Breakfast
10:45am •
FPA® Educational Breakout Sessions | Block 1: The New Era Of Wellth Management [CFP CE]
3:30pm •
FPA® Educational Breakout Sessions | Block 2a: Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning [CFP CE]
4:45pm •
FPA® Educational Breakout Sessions | Block 3a: Crisis of Confidence: how to overcome the mindsets and methods keeping you from delivering massive value, building a $1m+ practice and taking 100+ days off a year.
200 FGHIJ
10:45am •
FPA® Educational Breakout Sessions | Block 1: Understanding How Different Types of Annuities Work [CFP CE]
4:00pm •
FPA® Educational Breakout Sessions | Block 2b: What Does Independence Really Mean: Defining your Strategy in a Changing Market
5:15pm •
FPA® Educational Breakout Sessions | Block 3b: Career Paths in Financial Planning
201 A
10:45am •
E1a Focusing on Both Sides of the Balance Sheet: The Benefit of Liability Optimization
10:45am •
E1b Career and Education Choice as Central Elements of Long-Term Financial Planning
1:45pm •
F1a CANCELLED Are Optimistic Investors Smarter and Alone?
1:45pm •
F1b Charitable Giving by Married Couples: A Household Bargaining Explanation
3:30pm •
G1b The Complex Gets More So; Another Variable of Interest for Equity Index Annuities
3:30pm •
G1a Fundamental Analysis versus Technical Analysis: Which Matters More?
4:45pm •
H1b What Are the Determinants of Purchasing Life Insurance Among Older Americans?
4:45pm •
H1a Life Insurance Ownership – A Perspective from Relationship Quality
201 B
10:45am •
E2b Financial Designations: Can they be Gateways to Financial Planning Education?
10:45am •
E2a Do Misleading Financial Advisor Credentials Actually Mislead Investors?
1:45pm •
F2b Student-Loan Debt and Philanthropic Behavior of the Household
1:45pm •
F2a Is Household’s Risk Perception a determinant of a Household’s Portfolio Choices? Evidence from the 2012 Wave of Health and Retirement Study
3:30pm •
G2b The Alpha and Omega of Financial Risk-Tolerance Assessment
3:30pm •
G2a Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance?
4:45pm •
H2b The Role of Risk Tolerance As a Mediator Between Family Income and Smoking and Drinking Behavior
201-202 Foyer
7:00am •
Registration
202 AB
8:00am •
Breakfast with Wiley: Resources for Personal Finance
10:45am •
E3b The Relationship between Personality Traits and Stock Investment Decisions as Mediated by Financial Risk Preference
10:45am •
E3a Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability
12:45pm •
Wiley Panel Discussion and Lunch: Innovative Teaching Ideas for Personal Finance
1:45pm •
F3a Modern Portfolio Theory and the Efficient Markets Hypothesis: How Well Did They Serve Canada’s Baby-boom Generation?
1:45pm •
F3b Perceived versus Actual Investor Sophistication; A Behavioral Study
3:30pm •
G3b Work-Life Balance and Burnout Among Women in Financial Planning
4:45pm •
H3b The Financial Behavior of Leisure Vehicle Owners
4:45pm •
H3a Radicalization of Financial Literacy
205 AB
10:45am •
FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE]
3:30pm •
FPA® Academic Research Presentations (JFP/AFS), Part 2 [CFP CE]
4:45pm •
FPA® Academic Research Presentations (JFP/AFS), Part 3 [CFP CE]
Exhibit Hall B
11:30am •
FPA® Exhibit Hall Grand Opening & Lunch
11:30am •
FPA® Exhibit Hall
3:00pm •
FPA® Cocktails in the Exhibit Hall
Foyer
10:30am •
Break
3:00pm •
Break
M100 ABCDE
10:45am •
FPA® Educational Breakout Sessions | Block 1: How an Adviser Can Add Value Through Behavioral Coaching [CFP CE]
12:00pm •
FPA® Quick Start: Inspiring Client Trust: Insights from the Latest Research on Risk Assessment [CFP CE]
12:45pm •
FPA® Quick Start: Are You Helping Your Clients Efficiently Plan For Longevity?
12:45pm •
FPA® Quick Start: Cultural Intelligence: Understanding Different Values & Behaviors in Financial Planning [CFP CE]
3:15pm •
FPA® Quick Start: Reverse Mortgage in a Comprehensive Financial Plan [CFP CE]
4:00pm •
FPA® Quick Start: Public Markets, Real Estate & the Healthcare Sector
4:45pm •
FPA® Quick Start: Changes to the Bloomberg Barclays U.S. Aggregate Index [CFP CE]
Main Auditorium
9:00am •
FPA® General Session: Mentoring and Role Models: A View From the Bench
1:45pm •
FPA® General Session: Artificial Intelligence and the Future of Work
N/A
4:30pm •
Break
5:45pm •
AFS Annual Meeting Adjourns
Timezone
AFS Annual Meeting 2019
America/Chicago
Filter By Date
AFS Annual Meeting 2019
Oct 14
-
16, 2019
Monday
, October 14
Tuesday
, October 15
Wednesday
, October 16
Filter By Room
Minneapolis Convention Center, 1301 Second Ave S, Minneapolis, MN 55403, USA
Sort schedule by Room
101 ABC
101 DEFG
101 HIJ
102 A
102 DE
200 ABCDE
200 FGHIJ
201 A
201 B
201-202 Foyer
202 AB
202 B Foyer
205 AB
Exhibit Hall B
Foyer
Hilton Minneapolis
Hilton Minneapolis Room TEN01
M100 ABCDE
Main Auditorium
N/A
Filter By Type
Break
FPA
General Session
Informational
Meeting
Oral Session
All
Concurrent A
Concurrent B
Concurrent C
Concurrent D
Concurrent E
Concurrent F
Concurrent G
Concurrent H
Poster Session
Reception
Registration
Special Session
Popular
Recently Active Attendees
Jenn Breitenbach
Zhikun Liu
Mark Lush
Travis Mountain
Gary Curnutt
Miranda Reiter, CFP®
Yi (Bessie) Liu
Wookjae Heo
More →
Filter sessions
Apply filters to sessions.
close
Dates
Monday
, October 14
Tuesday
, October 15
Wednesday
, October 16
Venue
101 ABC
101 DEFG
101 HIJ
102 A
102 DE
200 ABCDE
200 FGHIJ
201 A
201 B
201-202 Foyer
202 AB
202 B Foyer
205 AB
Exhibit Hall B
Foyer
Hilton Minneapolis
Hilton Minneapolis Room TEN01
M100 ABCDE
Main Auditorium
N/A
Session Type
Break
FPA
General Session
Informational
Meeting
Oral Session
All
Concurrent A
Concurrent B
Concurrent C
Concurrent D
Concurrent E
Concurrent F
Concurrent G
Concurrent H
Poster Session
Reception
Registration
Special Session
Other Filters
Popular
