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Annual Meeting 2020

del 29 al 30 de September del 2020

Academy of Financial Sevices 2020 Schedule 

Financial Knowledge Overconfidence, Hardship Withdrawals, and Plan loans

miércoles, el 30 de septiembre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

Sunwoo T. Lee, The Ohio State University
Email Address

Additional Authors

Sherman D Hanna, PhD, The Ohio State University

Foreign Revenue Exposure: A New World of Diversification

miércoles, el 30 de septiembre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

David Blanchett, Morningstar Investment Management
Email Address

Additional Authors

Student Loans: The Consumption Story

miércoles, el 30 de septiembre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

Inga Timmerman, California State University Northridge
Email Address

Additional Authors

Dr Nikanor Volkov, Mercer University

An Empirical Examination of U.S. based Japanese Mutual Funds

miércoles, el 30 de septiembre de 2020 a las 08:00–09:00 PDT
Online

Lead & Corresponding Author

Dr. Srinidhi Kanuri, Ph.D., University of Southern Mississippi
Email Address

Additional Authors

How People Pay Attention to ESG Information When Making Long-Term Investment Decisions

miércoles, el 30 de septiembre de 2020 a las 08:00–09:00 PDT
Online

Lead & Corresponding Author

Samantha Lamas, Morningstar
Email Address

Additional Authors

Ryan Murphy, Morningstar

Using Investor Utility to Determine Portfolio Choice with REITs

miércoles, el 30 de septiembre de 2020 a las 08:00–09:00 PDT
Online

Lead & Corresponding Author

Travis Jones, Florida Gulf Coast University
Email Address

Additional Authors

Wei Feng, Lynn University
Marcus T. Allen

Keynote speaker: Annamaria Lusardi and Awards Presentation

miércoles, el 30 de septiembre de 2020 a las 10:00–martes, el 18 de agosto de 2020 a las 11:00 PDT
Online

Lead & Corresponding Author

Additional Authors

Assessing the Value of Financial Risk Tolerance as a Predictor of Monthly S&P 500 Values: A Comparison of Artificial Intelligence Deep Learning and Traditional Regression Methodologies

miércoles, el 30 de septiembre de 2020 a las 11:15–12:30 PDT
Online

Lead & Corresponding Author

Wookjae Heo, South Dakota State University
Email Address

Additional Authors

Dr John Grable, University of Georgia
Eun Jin Kwak, University of Georgia

Faith-Based Investment Performance: An Analysis of 'Hall of Shame' Firms and their 'Clean' Alternatives

miércoles, el 30 de septiembre de 2020 a las 11:15–12:30 PDT
Online

Lead & Corresponding Author

Brett Cotten, Columbus State University
Email Address

Additional Authors

O. Alan Tidwell, University of Alabama

Financial Advice, Investment Knowledge, and Portfolio Diversification

miércoles, el 30 de septiembre de 2020 a las 11:15–12:30 PDT
Online

Lead & Corresponding Author

Tiffany Murray, Texas Tech University
Email Address

Additional Authors

Johnson Antwi
Michael A Guillemette, Ph.D., CFP®, Texas Tech University

A Proxy for the Complexity of Household Financial Situations: Implications for Financial Education and for the Endogeneity of Financial Knowledge

miércoles, el 30 de septiembre de 2020 a las 12:45–13:45 PDT
Online

Lead & Corresponding Author

Dongyue Ying, The Ohio State University
Email Address

Additional Authors

Sherman D Hanna, PhD, The Ohio State University

Collegiate Financial Wellness: The Role of Financial Literacy

miércoles, el 30 de septiembre de 2020 a las 12:45–13:45 PDT
Online

Lead & Corresponding Author

Tiffany Murray, Texas Tech University
Email Address

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University
Dorothy B Durband, Ph.D., Texas Tech University
Catherine P Montalto, PhD, The Ohio State University

Increasing Financial Literacy Among Undergraduate Students

miércoles, el 30 de septiembre de 2020 a las 12:45–13:45 PDT
Online

Lead & Corresponding Author

Professor Keith Jacks Gamble, PhD, Middle Tennessee State University (MTSU)
Email Address

Additional Authors

Women Panel

miércoles, el 30 de septiembre de 2020 a las 14:00–15:00 PDT
Online

Lead & Corresponding Author

Additional Authors

Program Directors Panel Discussion - "FinTech in the Classroom" led by Barry Mulholland

miércoles, el 30 de septiembre de 2020 a las 15:00–16:00 PDT
Online

Lead & Corresponding Author

Barry Mulholland, University of Akron
Email Address

Additional Authors

Determinants of Retiree Subjective Well-being, an International Perspective

miércoles, el 30 de septiembre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

Tao Guo, William Paterson University
Email Address

Additional Authors

Yi Liu, Texas Tech University
Yuanshan Cheng, Winthrop University
Michael Finke, The American College of Financial Services

The Association of Post-Retirement Labor and Non-Retirement Risky Asset Allocation

miércoles, el 30 de septiembre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

Gary M. Curnutt, Texas Tech University
Email Address

Additional Authors

Qi Sun, Texas Tech University

The SECURE Act and your retirement objectives

miércoles, el 30 de septiembre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

James DiLellio, Pepperdine Graziadio Business School
Email Address

Additional Authors

Michael Kinsman, Pepperdine Graziadio School of Business and Capata CPAs

Comparative Advantage in the Household: Should One Person Specialize in a Household’s Financial Matters?

miércoles, el 30 de septiembre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

Blain Pearson, Texas Tech University
Email Address

Additional Authors

Estimating “The End” of Retirement

miércoles, el 30 de septiembre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

David Blanchett, Morningstar Investment Management
Email Address

Additional Authors

The Association of Working Conditions & Continued Post-Retirement Labor

miércoles, el 30 de septiembre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

Gary M. Curnutt, Texas Tech University
Email Address

Additional Authors

Consistency of Financial Risk Aversion Estimates

miércoles, el 30 de septiembre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

Dr John Grable, University of Georgia
Email Address

Additional Authors

Eun Jin Kwak, University of Georgia

Momentum Returns of U.S. Equities. Diversification, Idiosyncratic Volatility, and Momentum Prediction of Industry Portfolio.

miércoles, el 30 de septiembre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

Phuvadon Wuthisatian, Hastings College
Email Address

Additional Authors

Private Equity (PE) Performance around the World

miércoles, el 30 de septiembre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

Martin Hanby, Texas A&M University - Central Texas
Email Address

Additional Authors

Debt Behavior and Financial Self-Efficacy: Differences Between Men and Women

jueves, el 1 de octubre de 2020 a las 06:00–07:00 PDT
Online

Lead & Corresponding Author

Olamide Olajide, Texas Tech University
Email Address

Additional Authors

Qi Sun, Texas Tech University
Sarah Asebedo, Ph.D., Texas Tech University

Natural Language Processing Application in Financial Planning – Case studies

jueves, el 1 de octubre de 2020 a las 06:00–07:00 PDT
Online

Lead & Corresponding Author

Yuanshan Cheng, Ph.D., Winthrop University
Email Address

Additional Authors

Philip Gibson, PhD, Winthrop University
Tao Guo, William Paterson University

Unexciting and Under Examined: Outperformance in Mid-cap Stock Returns

jueves, el 1 de octubre de 2020 a las 06:00–07:00 PDT
Online

Lead & Corresponding Author

Margarita Kaprielyan, Elon University
Email Address

Additional Authors

Benjamin Jansen, Middle Tennessee State University

Financial planning attitudes and intentions of the middleclass in Bangladesh.

jueves, el 1 de octubre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

Arif H Mazumder, School of Business, Western Sydney University, Australia
Email Address

Additional Authors

Gratitude, Money, and Generosity: When Naming Good Things Leads to Doing Good

jueves, el 1 de octubre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

Yi Liu, Texas Tech University
Email Address

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University
Sarah Asebedo, Ph.D., Texas Tech University

Too much month at the end of the money: The role of acute scarcity in financial goals

jueves, el 1 de octubre de 2020 a las 07:00–08:00 PDT
Online

Lead & Corresponding Author

Pan-Ju Chen, University of Georgia
Email Address

Additional Authors

Dee Warmath, University of Georgia

Mentorship Programs to Address the Underrepresentation of Women in Finance

jueves, el 1 de octubre de 2020 a las 09:00–10:15 PDT
Online

Lead & Corresponding Author

Jennifer Brodmann, California State University Dominguez Hills
Email Address

Additional Authors

Kirti Celly, California State University Dominguez Hills
Meghna Singhvi, California State University Dominguez Hills

Racial & Gender Preferences When Hiring A Financial Planner: An Experimental Design on Diversity in Financial Planning

jueves, el 1 de octubre de 2020 a las 09:00–10:15 PDT
Online

Lead & Corresponding Author

Miranda Reiter, Texas Tech University
Email Address

Additional Authors

The Impact of Gender on Financial Goal Setting and Planning

jueves, el 1 de octubre de 2020 a las 09:00–10:15 PDT
Online

Lead & Corresponding Author

FAN LIU, Shippensburg University
Email Address

Additional Authors

Challenges and Opportunities for Young People of Disruptive FinTech

jueves, el 1 de octubre de 2020 a las 10:30–11:45 PDT
Online

Lead & Corresponding Author

Additional Authors

Fintech Influences on Financial Planning: A Global Perspective

jueves, el 1 de octubre de 2020 a las 10:30–11:45 PDT
Online

Lead & Corresponding Author

Dr. Cora Lynne Pettipas, CFP, FCSI, PhD, HSBC
Email Address

Additional Authors

Robo financial advisers: risk, information, decision style and initial trust.

jueves, el 1 de octubre de 2020 a las 10:30–11:45 PDT
Online

Lead & Corresponding Author

Mustafa Nourallah, Mid Sweden University
Email Address

Additional Authors

Ho Ree Chan, Taylor's University
Muslim Amin, Taylor's University
Peter Öhman

Corrections Should Trigger Rebalancing

jueves, el 1 de octubre de 2020 a las 12:30–13:45 PDT
Online

Lead & Corresponding Author

William W Jennings, PhD CFA CGMA, USAF Academy
Email Address

Additional Authors

Brian C. Payne, University of Nebraska at Omaha

Market Volatility and the Value of Personalized Investment Solutions

jueves, el 1 de octubre de 2020 a las 12:30–13:45 PDT
Online

Lead & Corresponding Author

Dr. Zhikun Liu, Ph.D., CFP®, Empower Retiremnt™
Email Address

Additional Authors

David M. Blanchett, Ph.D., CFA, CFP®, Morningstar Investment Management LLC

Rational Agents in an Irrational World: The Effect of Fraud Shocks on Retirement Portfolio Success Rates

jueves, el 1 de octubre de 2020 a las 12:30–13:45 PDT
Online

Lead & Corresponding Author

Steven James Lee, The American College of Financial Services
Email Address

Additional Authors

Panel: Structuring and Teaching the Capstone Course Virtually

jueves, el 1 de octubre de 2020 a las 14:00–15:00 PDT
Online

Lead & Corresponding Author

Shannon Mahoney, Dalton education
Email Address

Additional Authors

A Dynamic Analysis of Life Insurance Ownership during the 2008 Financial Crisis

jueves, el 1 de octubre de 2020 a las 15:00–16:00 PDT
Online

Lead & Corresponding Author

Dr. Ning Wang, University of North Georgia
Email Address

Additional Authors

Effect of Self-Discipline on Cash Value Life Insurance Ownership among Young Adults

jueves, el 1 de octubre de 2020 a las 15:00–16:00 PDT
Online

Lead & Corresponding Author

Abed Rabbani, University of Missouri
Email Address

Additional Authors

Analyzing Retirement Savings of Households with Student Loans

jueves, el 1 de octubre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

Brian Walsh, SoFi
Email Address

Additional Authors

Learning About Financial Health in Canada

jueves, el 1 de octubre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

Adam Metzler, Wilfrid Laurier University
Email Address

Additional Authors

Yuhao Zhou
Chuck Grace, Ivey Business School

The Role of Financial Security in Life Satisfaction

jueves, el 1 de octubre de 2020 a las 16:00–17:00 PDT
Online

Lead & Corresponding Author

Jordan Bell, University of Georgia
Email Address

Additional Authors

Dee Warmath, University of Georgia

A Linear Algebra Model for the Development of Financial Plans

jueves, el 1 de octubre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

David D. Hu, Charlesworth & Rugg
Email Address

Additional Authors

Portfolio delegation and 401(k) plan participant responses to COVID-19

jueves, el 1 de octubre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

David Blanchett, Morningstar Investment Management
Email Address

Additional Authors

Michael Finke
Jonathan Reuter

THE IMPACT OF MID-LATE CAREER HEALTH SHOCKS ON RETIREMENT WEALTH

jueves, el 1 de octubre de 2020 a las 17:00–18:00 PDT
Online

Lead & Corresponding Author

Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and California Lutheran University
Email Address

Additional Authors

Kimberly Turner, PhD, CFP®,MSFS, AEP®, ChFC®, CLU®,CRPS®, CAP®, Prosperity Doctors LLC

Financially FMC for the Long-Term? A Strategic Look at Military Retirement

jueves, el 1 de octubre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

Brian C. Payne, University of Nebraska at Omaha
Email Address

Additional Authors

Jeff S. Bredthauer, University of Nebraska at Omaha
William W Jennings, PhD CFA CGMA, USAF Academy
Thomas C O'Malley, Jr, PhD, USAF Academy Department of Management

Improving Collegiate Financial Literacy via Financial Education Seminars

jueves, el 1 de octubre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

Thomas I Smythe, Florida Gulf Coast University
Email Address

Additional Authors

Motivating households to save for college education: How valuable is financial advice?

jueves, el 1 de octubre de 2020 a las 18:00–19:00 PDT
Online

Lead & Corresponding Author

THOMAS KORANKYE, MS, CFP®, Texas Tech University and Kumasi Technical University, Ghana
Email Address

Additional Authors

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