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AFS Annual Meeting 2019
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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
All
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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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
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Minneapolis Convention Center, 1301 Second Ave S, Minneapolis, MN 55403, USA
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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
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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®
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Wookjae Heo
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Dates
Monday
, October 14
Tuesday
, October 15
Wednesday
, October 16
Types
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
Rooms
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
