Keywords
education loan, gender difference
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/23878606e0f172b46d47e0dd51ae622a.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Shan Lei, Salisbury University")
The Academy of Financial Services 35th Annual Meeting
September 21–22, 2021
Virtual
- The AFS Conference will feature speakers, symposia, and several special sessions. Among them, we will introduce a new panel session for PhD students, highlighting how to best navigate the job market.
- With the generous support of our sponsors, the Academy has awarded several best paper awards during past meetings and we anticipate continuing Best Paper awards in 2021.
- We will continue with our Emerging Scholar Award to a current graduate student for promising research work on a paper or poster presented at the conference.
Keywords
Student loans, correlated random effects
Lead & Corresponding Author
![[photo]](https://lh3.googleusercontent.com/a/AGNmyxZ_ApO0SxD7QhD4iDBu164Td0MSjwSSPe8IXlhx=s50 "Di Qing, Texas Tech University")
Di Qing, Texas Tech University
Additional Authors
Charlene Kalenkoski, PhD, Texas Tech University
Keywords
behavioural competency, empathy, lived experience
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/ed747b7e49f5a31bf92ddd1bb692b208.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Csilla Skultety, School of Business, Western Sydney University, Australia")
Csilla Skultety, School of Business, Western Sydney University, Australia
Additional Authors
Dr. Michelle Cull, School of Business, Western Sydney University
Dr. Ann Dadich, School of Business, Western Sydney University
Session Materials
Keywords
retirement income, dividends, inveting
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/b26e65f223b6d2b7ad8d808f01f775ee.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "David Blanchett, PGIM")
David Blanchett, PGIM
Additional Authors
—
Keywords
Retirement Financial Planning, 401k Saving, Auto-deferral Rate, Employer Match
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/1900/profile_58434a4ca4c7ba78633e668b674ad113.png "Zhikun Liu, Empower Retirement™")
Zhikun Liu, Empower Retirement™
Additional Authors
David Blanchett, PGIM
Keywords
Small-dollar, Non-traditional, Mortgages, Financing, Interest
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/8c23cbf4c655dabfb4d6355378d95338.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Michael Gawrys, The University of Georgia")
Michael Gawrys, The University of Georgia
Additional Authors
—
Keywords
financial advice, financial service, financial planning, help-seeking
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/24dd1dae38d652ac9809424e59051922.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Wookjae Heo, Ph.D., Purdue University")
Wookjae Heo, Ph.D., Purdue University
Additional Authors
Jae Min Lee, PhD, Minnesota State University, Mankato
Keywords
Financial Planning, Living Standard, Education
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/84921631f99b5be630e039545f08a4e9.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "rpuelz@smu.edu Robert Puelz, Southern Methodist University")
rpuelz@smu.edu Robert Puelz, Southern Methodist University
Additional Authors
—
Keywords
Financial, literacy, mindset, behaviors, psychology,
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/71f842d9582af901a499df46a6fa8692.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Don Padilla®, California Lutheran University and MVP Sports & Entertainment Management")
Don Padilla®, California Lutheran University and MVP Sports & Entertainment Management
Additional Authors
—
Lead & Corresponding Author
—
Additional Authors
—
Lead & Corresponding Author
—
Additional Authors
—
Workshop: Adding New CFP Board Learning Objective to Your CFP Board Registered Program Curriculum
Virtual
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/56bd8714079f949882f6457de875083d.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Lisa Pender, Dalton Educartion")
Lisa Pender, Dalton Educartion
Additional Authors
—
Keywords
Life Insurance Planning
Lead & Corresponding Author
![[photo]](https://lh3.googleusercontent.com/a/ACg8ocJo2PwvecP2PQvls3ULUEB5o4HPRWwJM40gtgOc5cIw-DLOIQ=s50-mo "David D Hu, Highline Wealth Partners")
David D Hu, Highline Wealth Partners
Additional Authors
—
Keywords
fixed rate annuities, annuities
Lead & Corresponding Author
David Blanchett, PGIM
Additional Authors
Michael Finke
Keywords
private placement life insurance, optimize
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/2689/profile_552fe673f1470400bb2ed705971c4bc2.png "James DiLellio, Pepperdine University")
James DiLellio, Pepperdine University
Additional Authors
Pepperdine University
Keywords
Retirement, Satisfaction with retirement income, Life Insurance, Cash value life insurance, Term life insurance
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/8601020491494d71b837843755de1094.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Sabina Pandey, CFP®, Texas Tech University")
Sabina Pandey, CFP®, Texas Tech University
Additional Authors
—
Keywords
COVID-19, Behavioral finance, payment behavior
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/b44bbbf375e7a36f697f29105fc19345.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Keewon Moon, Yonsei University")
Keewon Moon, Yonsei University
Additional Authors
Wookjae Heo, Ph.D., Purdue University
It’s Good to Have Options: The Potential Benefits of Allocating to Protected Wealth Strategies
Virtual
Keywords
options strategies, buffers, floors
Lead & Corresponding Author
David Blanchett, PGIM
Additional Authors
—
Keywords
Reddit, Robinhood
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/53a1bac5e98b321ca42843397103d13e.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Yuanshan Cheng, Ph.D., Winthrop University")
Yuanshan Cheng, Ph.D., Winthrop University
Additional Authors
—
Keywords
retirement income, short-term rental, CAPEX, investment, investment evaluation
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/1564/profile_105dbaf1e6f3cc0438f8e4feb178d5a7.png "Chia-Li Chien, PhD, CFP, PMP, California Lutheran University")
Chia-Li Chien, PhD, CFP, PMP, California Lutheran University
Additional Authors
Hossein Salehi, Ph.D., CFP, California Lutheran University
Stefan Cosentino, Ph.D., California Lutheran University
Keywords
superannuation, pensions, risk, retirement, Australia
Lead & Corresponding Author
![[photo]](https://lh3.googleusercontent.com/a-/AOh14GhV20FuGfiIMMPUrZu_3t25022E7TYy7oIxH25VPg=s50 "Loretta A Iskra, School of Business, Western Sydney University, Australia")
Loretta A Iskra, School of Business, Western Sydney University, Australia
Additional Authors
—
Session Materials
Keywords
Financial advice, financial literacy, retirement
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/3b018878fa84e1e4a51c8fe243818637.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Dr Jasmine Fang, PhD, Massey University")
Dr Jasmine Fang, PhD, Massey University
Additional Authors
Wei Hao
Michelle Reyers
Keywords
Financial capability, psychological
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/6638effa7c89db0d5e1a8780bbcdfb9e.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Meg Wedlock, Massey University At Manawatu")
Meg Wedlock, Massey University At Manawatu
Additional Authors
—
Keywords
Saving, Financial Literacy, Behavioral Finance
Lead & Corresponding Author
![[photo]](https://lh3.googleusercontent.com/a-/AOh14GiyqT1nq7uD18iued0oW3GCSDYPN2x2SPLqljY=s50 "Anne Wittig, California Lutheran University")
Anne Wittig, California Lutheran University
Additional Authors
—
Keywords
Perception-Bias; Financial-Knowledge; Two-step-procedure; Surrogate-residual; Mixed-effects-model;
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/2184/profile_5755c56187a58d2b8a90a1f19d607b36.png "Taufiq Hasan Quadria, Texas Tech University")
Taufiq Hasan Quadria, Texas Tech University
Additional Authors
—
Keywords
culture, values, financial, planning, advice
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/907fd03d4ff1829ce219d7b8d51e3ff8.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Amanda Craft, Griffith Business School")
Amanda Craft, Griffith Business School
Additional Authors
—
Keywords
financial risk tolerance, propensity measures, stated preferences, revelated preferences
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/670/profile_239a1669f933527ab580d20cfb2ec522.png "Dr John Grable, University of Georgia")
Dr John Grable, University of Georgia
Additional Authors
Eun Jin Kwak, University of Georgia
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/2576/profile_c1236bad79d6b48022892590d44596ac.png "Steven Lee, The American College of Financial Services")
Steven Lee, The American College of Financial Services
Additional Authors
—
Keywords
Value-at-risk, Portfolio management, Financial advice
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/8fd0817bcbbb36bb3b88dc7318e69b02.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "John R.J. Thompson, Wilfrid Laurier University")
John R.J. Thompson, Wilfrid Laurier University
Additional Authors
Longlong Feng, Wilfrid Laurier University
Chuck Grace, Ivey Business School
R. Mark Reesor, Wilfrid Laurier University
Adam Metzler, Wilfrid Laurier University
Session Materials
Keywords
New investors, race, ethnicity, gender
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/3c592246a9a25039960741427ee740f5.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Angela Fontes, PhD, NORC")
Angela Fontes, PhD, NORC
Additional Authors
Mark Lush
Meimeizi Zhu
Olivia Valdes, FINRA Investor Education Foundation
Robert Ganem, FINRA Investor Education Foundation
Gary R Mottola, Ph.D., FINRA Foundation
Keywords
Modern Portfolio Theory (MPT), Efficient Markets Hypothesis (EMH), passive investing, indexing, portfolio management
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/12a7c935f5caad6552ae03937d5913cb.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Dr. Jim Fischer, CIM, FCSI, Mount Royal University")
Dr. Jim Fischer, CIM, FCSI, Mount Royal University
Additional Authors
—
Session Materials
Keywords
purchases, representativeness; reference points, performance
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/7ae658a4473267bd42022e37c71bbd41.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Dr. Gizelle D. Willows, University of Cape Town")
Dr. Gizelle D. Willows, University of Cape Town
Additional Authors
Dr. Daniel W. Richards, York University
Keywords
Retail investors; Reddit; Robinhood
Lead & Corresponding Author
Yuanshan Cheng, Ph.D., Winthrop University
Additional Authors
Tao Guo, William Paterson University
Keywords
equity returns, equity risk premium, bond yields
Lead & Corresponding Author
David Blanchett, PGIM
Additional Authors
—
Keywords
Financial planning, college planning
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/3f025fce7252b63d82dff852c97f2dea.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Steve P. Fraser, Florida Gulf Coast University")
Steve P. Fraser, Florida Gulf Coast University
Additional Authors
Brian C. Payne, University of Nebraska at Omaha
Keywords
Credit watch, credit ratings, capital structure
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/a77204d746558faf6c9c1d5022883777.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Joseph M. Goebel, PhD, Ball State University")
Joseph M. Goebel, PhD, Ball State University
Additional Authors
Kristopher J. Kemper
Session Materials
Keywords
Financial knowledge, impulsivity, social motivation, credit card bill payment behavior
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/3c00b5dde424735d8c0ff9d07e19a897.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Abed Rabbani, University of Missouri")
Abed Rabbani, University of Missouri
Additional Authors
Zongze Li, University of Missouri - Columbia
Keywords
financial risk tolerance, political orientation, political affiliation
Lead & Corresponding Author
Dr John Grable, University of Georgia
Additional Authors
Eun Jin Kwak, University of Georgia
Dr. Dee Warmath, Ph.D., University of Georgia
Keywords
ESG, Revealed Preferences, Non-financial, MaxDiff
Lead & Corresponding Author
![[photo]](https://5d67d7d2fab6aa2c003d-a12b070af57c9bbc32c5a41a66298b76.ssl.cf1.rackcdn.com/1757/profile_9850f34fd2514451ca5d2de3cc83c81c.png "Shawn Brayman, Morningstar")
Shawn Brayman, Morningstar
Additional Authors
—
Keywords
Risk Preference, Education, Genetic Information, Endogenous Risk Preference
Lead & Corresponding Author
![[photo]](https://secure.gravatar.com/avatar/44232ca22ee4f6e6a7f606bc255a900a.png?d=https://proposalspace.com/images/no_photo.png&r=PG&s=50 "Dongyue Ying, The Ohio State University")
Dongyue Ying, The Ohio State University
Additional Authors
—
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