The Academy of Financial Services (AFS) is excited to be collaborating with FPA to provide an "integrated conference experience" for AFS members this year. The AFS research conference will run for the full 2.5 days of the FPA Conference as part of a dedicated research track bringing the best of AFS and the Journal of Financial Planning (JFP) to you.
- A dedicated Research Room for presentations designed to bring the most relevant research impacting professional financial planners. This includes research sessions sponsored by the JFP and peer-reviewed research papers presented by AFS members. These sessions are CE credit approved.
- The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
- In the Research Room AFS will coordinate other research content such as a panel discussion with the editors of the 4 major FP research journals explaining to planners and academics the type of research content to be found, how to best consume/digest research and apply it to a FP practice and more.
- A new FP Research Shark Tank. Based on the format of the popular TV series a select number of researchers will do 5 minute "pitches" on research that they believe would be significantly impactful for practitioners. Planners and researchers will then vote on the most exciting research proposal.
- AFS are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received. A timetable of these sessions can be found below.
- AFS will manage the research rooms for fully-hybrid attendance with face-to-face or virtual attendance. Although the content will be exceptional, we hope to see many of you in person as the networking, exhibit hall, FPA keynote speakers and other sessions outside of the research cannot be experienced any other way.
AFS WELCOME & REGISTRATION
Wednesday, September 18, 2024 at 11:30 AM–12:30 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
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Windage for Asset Allocation
Wednesday, September 18, 2024 at 1:00 PM–1:20 PM ADT
AFS 124
Lead & Corresponding Author
William W Jennings, PhD CFA, USAF Academy
Names of authors in order
William W. Jennings, Brian C. Payne
Additional Authors
Brian C. Payne, University of Nebraska at Omaha
Financial Services Review Session: Exploring the impact of Artificial Intelligence on Academic Publishing
Wednesday, September 18, 2024 at 1:00 PM–2:00 PM ADT
AFS 123
Lead & Corresponding Author
Dr John Grable, University of Georgia
Names of authors in order
—
Additional Authors
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Household Exposure to COVID-19 and Life Insurance Holdings
Wednesday, September 18, 2024 at 1:20 PM–1:40 PM ADT
AFS 124
Lead & Corresponding Author
Ning Wang, University of North Georgia
Names of authors in order
Ning Wang
Additional Authors
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Cryptocurrency Investment Mechanism: Exploring the Role of Financial Education, Investment Knowledge, and Risk Tolerance
Wednesday, September 18, 2024 at 1:40 PM–2:00 PM ADT
AFS 124
Lead & Corresponding Author
Van Dinh, Texas Tech University
Names of authors in order
Van Dinh
Additional Authors
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An Investigation of the Relationship between Gender and Investment Behavior during the 2022 Market Meltdown
Wednesday, September 18, 2024 at 2:15 PM–2:35 PM ADT
AFS 124
Lead & Corresponding Author
matthew sommer
Names of authors in order
Matthew Sommer, Megan McCoy, HanNa Lim
Additional Authors
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The Role of Social Media in Cryptocurrency Markets
Wednesday, September 18, 2024 at 2:15 PM–2:35 PM ADT
AFS 123
Lead & Corresponding Author
Kyoung Tae Kim, PhD, The University of Alabama
Names of authors in order
Kyoung Tae (KT) Kim, Lu Fan
Additional Authors
Lu Fan, University of Georgia
Investigating the Correlation between Investors’ Mood and Stock Prices: Using Text Data from the Consumer Financial Protection Bureau’s Complaints
Wednesday, September 18, 2024 at 2:35 PM–2:55 PM ADT
AFS 124
Lead & Corresponding Author
Wookjae Heo, Ph.D., Purdue University
Names of authors in order
Yeonseo Jo, Wookjae Heo, Yunju Park
Additional Authors
Yeonseo Jo, University of Florida
Yunju Park, Kyobo AXA Investment Managers
Personal financial planning and the propensity of Central Bank Digital Currency Adoption
Wednesday, September 18, 2024 at 2:35 PM–2:55 PM ADT
AFS 123
Lead & Corresponding Author
Inga Timmerman, University of North Florida
Names of authors in order
Inga Timmerman, Izidin El Kalak, Mustafa Nourallah
Additional Authors
Mustafa Nourallah, Mid Sweden University
Izidin El Kalak, Cardiff University
.Expensive babysitters or trusted professionals? Financial advice and portfolio rebalancing in retirement savings
Wednesday, September 18, 2024 at 2:55 PM–3:15 PM ADT
AFS 124
Lead & Corresponding Author
Associate Professor Kirsten MacDonald, CPA, BCM MCM PhD, Griffith University
Names of authors in order
Kirsten MacDonald, Thomas Hendry, Karen Wildman, Mark Brimble
Additional Authors
Thomas Hendry, Griffith University
Karen Wildman, Griffith University
Professor Mark Brimble, Griffith University
U.S Households Financial Well-being and Crypto Investment Decisions
Wednesday, September 18, 2024 at 2:55 PM–3:15 PM ADT
AFS 123
Lead & Corresponding Author
Vikesh Kumar, School of Financial Planning, Texas Tech University
Names of authors in order
Vikesh Kumar, Stuart J Heckman
Additional Authors
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Defining AI Algorithms Based on Time and Critical Wealth Levels
Wednesday, September 18, 2024 at 3:30 PM–3:50 PM ADT
AFS 123
Lead & Corresponding Author
Brian Boscaljon, PhD, Penn State Erie - The Behrend College
Names of authors in order
Brian Boscaljon
Additional Authors
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Exploring Diverse Drivers: Investment Literacy and Investment Motivations
Wednesday, September 18, 2024 at 3:30 PM–3:50 PM ADT
AFS 124
Lead & Corresponding Author
Yi Liu, St. John Fisher University
Names of authors in order
Yi Liu, Kyoung Tae Kim, Sunwoo Lee
Additional Authors
Kyoung Tae Kim, PhD, The University of Alabama
Sunwoo Lee, York University
Accessing, Understanding and Applying FP Research
Wednesday, September 18, 2024 at 3:30 PM–4:30 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
—
Married Individuals’ Retirement Planning Behavior: The Relationship with Financial Knowledge and Risk Tolerance
Wednesday, September 18, 2024 at 3:50 PM–4:10 PM ADT
AFS 123
Lead & Corresponding Author
Dilruba Sharmin Moutusi, Westminster College
Names of authors in order
Dilruba Sharmin Moutusi, Sarah Asebedo, Chris Browning, Donald Lacombe, Benaissa Chidmi
Additional Authors
—
Understanding Investors Financial Market Trust: The Role of Investment Knowledge and Overconfidence
Wednesday, September 18, 2024 at 3:50 PM–4:10 PM ADT
AFS 124
Lead & Corresponding Author
Richard Stebbins, University of Alabama and Kansas State University
Names of authors in order
Richard Stebbins, KT Kim, Lu Fan
Additional Authors
Kyoung Tae Kim, PhD, The University of Alabama
Lu Fan, University of Georgia
Reclaiming Trust: Examining the Effect of SEC Marketing Rule on Investment Advisers and Firms' Practices
Wednesday, September 18, 2024 at 4:10 PM–4:30 PM ADT
AFS 124
Lead & Corresponding Author
Pengyu Qian, University of Wisconsin-Whitewater
Names of authors in order
Pengyu Qian, Donald Lacombe, Chris Browning
Additional Authors
Donald Lacombe, Texas Tech University
Chris Browning, Texas Tech University
Solving the Puzzle within the Annuity Puzzle: Incorporating Irrevocability Aversion into Annuity Choice
Wednesday, September 18, 2024 at 4:10 PM–4:30 PM ADT
AFS 123
Lead & Corresponding Author
Tao Guo, Morningstar Investment Management
Names of authors in order
Tao Guo, Spencer Look
Additional Authors
Spencer Look, Morningstar Investment Management
Past Presidents Meeting (Closed meeting - by invitation only)
Wednesday, September 18, 2024 at 4:30 PM–5:30 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
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Inheritance and its Impact: Resolving Financial Strain in Older Adults
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Cory Thompson, University of Alabama
Names of authors in order
Cory Thompson, Russell James III
Additional Authors
—
AFS Poster Session (AFS members only)
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
—
Can ChatGPT Complete a Comprehensive Financial Plan?
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Shawn Brayman, AFS
Names of authors in order
Shawn Brayman
Additional Authors
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Chinese pension funds: do they outperform?
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Yuruo Feng, Massey University
Names of authors in order
Yuruo Feng, Jiali Fang, Wei Hao, Martin Young
Additional Authors
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Crypto as Currency: The Association of Cryptocurrency and the Use of Alternative Financial Services
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
David F. Smith, Ph.D., CFP®, Western Carolina University
Names of authors in order
Gary Curnutt, David Smith
Additional Authors
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FINANCIAL CAPABILITY AND WELL-BEING AMONG FINANCIAL ADVISORS
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP®, PMP®, CPBC, Value Growth Institute and The American College of Financial Services
Names of authors in order
Mustafa Nourallah, Ho Ree Chan, Chia-Li Chien, and Peter Öhman
Additional Authors
Mustafa Nourallah, Mid Sweden University
Ho Ree Chan, Taylor’s University
chialichien, Value Growth Institute and California Lutheran University
Peter Öhman, Mid Sweden University
Financial Stress, Financial Anxiety, and Intergenerational Wealth Transfers: Impacts of Gifts and Inheritances on Financial Well-Being
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Kenneth John White, Jr, Ph.D., Univeristy of Arizona
Names of authors in order
Kenneth White, Tim Todd, Kristy Archuleta
Additional Authors
Dr. Timothy Todd, Liberty University
Dr. Kristy Archuleta, Ph.D., The University of Georgia
Fostering Neuroinclusive Classrooms and Workplaces for Financial Planning Students
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Kimberly Watkins, Ph.D., University of Georgia
Names of authors in order
Naomi Hill, Kimberly Watkins, Kenneth White,
Additional Authors
Naomi Hill
Kenneth John White, Jr, Ph.D., Univeristy of Arizona
Intergenerational Wealth and Its Impact on Financial Wellbeing in America
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Sunwoo Lee, York University
Names of authors in order
Sunwoo Lee, Kyoung Tae Kim, Olivia Valdes
Additional Authors
Kyoung Tae Kim, PhD, The University of Alabama
Olivia Valdes, FINRA Investor Education Foundation
Life Expectancy and Financial Planning
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
John A. Turner , Pension Policy Center
Names of authors in order
John Turner, Emily Andrews
Additional Authors
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Political Stability as a Risk Factor in Global Markets
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Brian C. Payne, University of Nebraska at Omaha
Names of authors in order
Brian C. Payne, Noel Pavel Jeutang, Kwabena Kesse
Additional Authors
Noel Pavel Jeutang, University of Nebraska at Omaha
Kwabena Kesse, University of Colorado, Denver
Reexamining Young Adults’ Financial Overconfidence and Behaviors
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Travis Mountain, University of Georgia
Names of authors in order
Namhoon Kim, Travis Mountain, Kyoungae Lee
Additional Authors
Namhoon Kim, Ph.D., Pusan National University
Kyoungae Lee
The Impact of Sentiment on Dynamic NASDAQ Movement Prediction
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Wenguang Lin, Western Connecticut State University
Names of authors in order
Wenguang Lin
Additional Authors
—
The Role of Financial Advisors in Promoting Annuity Literacy: Insights into the Moderating Effect of Financial Knowledge
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Thomas Korankye, University of Arizona
Names of authors in order
Thomas Korankye, Qi Sun; Sabina Pandey
Additional Authors
Qi Sun, Pacific Life Insurance Company
Sabina Pandey, Appalachian State University
Understanding the Financial Information Maze: The Role of Financial Advisors in Shaping Household Risk Tolerance
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Congrong, Kansas State University
Names of authors in order
Nathan Collier, Congrong Ouyang, Mindy Joseph, Greg Anderson, and Tanya Staples
Additional Authors
Nathan Collier, Kansas State University
Mindy Joseph, CFP, Kansas State University Graduate Student
Gregory Anderson, M.B.A., CFP®, Kansas State University
Tanya Staples, M.A, CFP®, Kansas State University
Using the four quadrant model of think/feel/fast/ slow to understand the decision-making of self-managed superannuation fund trustees
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Roger Colbeck, Tassie Wealth
Names of authors in order
Roger Colbeck, Steven D’Alessandro , John Minas, Nagaratnam Jeyasreedharan
Additional Authors
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What is the Role of Planners' Communication Amid Clients' Financial Anxiety?
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Khurram Naveed, Kansas State Univeristy
Names of authors in order
Khurram Naveed, Megan McCoy, Steven A. Meyers, Blake Gray, Andrew C. Craft, Yu Zhang
Additional Authors
Megan McCoy
Steven A. Meyersactions
Blake Gray, Kansas State University
Andrew C. Craftactions
Yu Zhang, Kansas State University
Who is better prepared for retirement: An investigation on the retirement readiness of dual income no kid earners and married couples with one or more kids
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Ohireime O. Ojeomogha, Texas Tech University
Names of authors in order
Ohireime Oiseomoede Ojeomogha, Stuart Heckman
Additional Authors
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future-proof investor positioning: assessment of a quantitative method that empowers people to map their risk and loss tolerance
Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Lead & Corresponding Author
Jurgen Vandenbroucke, PhD, everyoneINVESTED, KBC, University of Antwerp, and KU Leuven
Names of authors in order
Jurgen Vandenbroucke
Additional Authors
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Addressing Diversity, Equity, and Inclusion in Financial Planning Education
Thursday, September 19, 2024 at 8:30 AM–8:50 AM ADT
AFS 123
Lead & Corresponding Author
Miranda Reiter, Ph.D., CFP®, Texas Tech University
Names of authors in order
Miranda Reiter, Kate Mielitz, Tanaka Chimbane
Additional Authors
Katherine S Mielitz, Ph.D., AFC(R)
Tanaka Chimbane,Ph.D., AFC(R), Texas Tech University
Present bias, Self-control, and Financial Fragility
Thursday, September 19, 2024 at 8:30 AM–8:50 AM ADT
AFS 124
Lead & Corresponding Author
Thomas Hendry, Griffith University
Names of authors in order
Thomas Hendry, Laura de Zwaan, Kirsten MacDonald
Additional Authors
Assoc Prof Kirsten MacDonald, CPA, BCM MCM PhD, Griffith University
Laura de Zwaan, Queensland University of Technology
A Rose by Any Other Name: The impact of consumer perceptions of Buy Now Pay Later on BNPL use by young adults
Thursday, September 19, 2024 at 8:50 AM–9:10 AM ADT
AFS 124
Lead & Corresponding Author
Professor Aaron Gilbert, AUT University
Names of authors in order
Aaron Gilbert, Qian Wang, Sommer Kapitan, and Ayesha Scott.
Additional Authors
Qian Wang, AUT University
Dr. Sommer Kapitan, Auckland University of Technology
Dr Ayesha Scott, Auckland University of Technology
Elevating Student Outcomes Through Authentic Scaffolded Learning in Financial Planning
Thursday, September 19, 2024 at 8:50 AM–9:10 AM ADT
AFS 123
Lead & Corresponding Author
Elisabeth Sinnewe, QUT
Names of authors in order
Elisabeth Sinnewe
Additional Authors
—
Beyond box-ticking: An examination of ethics-related continuous professional development for financial advisers
Thursday, September 19, 2024 at 9:10 AM–9:30 AM ADT
AFS 123
Lead & Corresponding Author
Michelle Cull, Western Sydney University
Names of authors in order
Michelle Cull
Additional Authors
—
Young Adults' Problem Debt and Over-Indebtedness: The Case of Buy Now Pay Later
Thursday, September 19, 2024 at 9:10 AM–9:30 AM ADT
AFS 124
Lead & Corresponding Author
Aaron Gilbert, Auckland University of Technology
Names of authors in order
Aaron Gilbert, Ayesha Scott
Additional Authors
Dr Ayesha Scott, Griffith University
The Big Five Personality Traits (OCEAN) and Financial Planning (Campbell, Exley, Doyle)
Thursday, September 19, 2024 at 9:45 AM–10:45 AM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
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A Comprehensive Literature Review on Equity in Financial Planning: Unpacking Gender Barriers and Advancing Women’s Participation in the CFP® Profession.
Thursday, September 19, 2024 at 11:00 AM–11:20 AM ADT
AFS 124
Lead & Corresponding Author
Tanya Staples, M.A, CFP®, Kansas State University
Names of authors in order
Tanya Staples, Megan McCoy, Ashlyn Rollins-Koons
Additional Authors
Ashlyn Rollins-Koons, Kansas State Univeristy
Megan McCoy, Kansas State University
A New Approach to Teaching Personal Financial Education
Thursday, September 19, 2024 at 11:00 AM–11:20 AM ADT
AFS 123
Lead & Corresponding Author
Timothy S Griesdorn, Ph.D., American Council on Consumer Interests (ACCI)
Names of authors in order
Timothy Griesdorn, Sharon DeVaney
Additional Authors
Sharon DeVaney, PhD, Purdue University
Personality and Psychological Well-being: The Moderation Effect of Financial Responsibility
Thursday, September 19, 2024 at 11:20 AM–11:40 AM ADT
AFS 123
Lead & Corresponding Author
Jia Qi, UGA
Names of authors in order
Jia Qi, Yu Zhang, Swarn Chatterjee
Additional Authors
Yu Zhang, Kansas State University
Dr. Swarn Chatterjee, PhD, University of Georgia
Local Gambling Preferences and Financial Advisor Misconduct
Thursday, September 19, 2024 at 11:20 AM–11:40 AM ADT
AFS 124
Lead & Corresponding Author
Yunzhe (Erin) Zhu, Massey University
Names of authors in order
Yunzhe Zhu, Harvey Nguyen, Mia Hang Pham, Jasmine Fang
Additional Authors
—
Effective Financial Education Strategies: Empowering Students with Personal Application
Thursday, September 19, 2024 at 11:40 AM–12:00 PM ADT
AFS 123
Lead & Corresponding Author
Richard Stebbins, University of Alabama and Kansas State University
Names of authors in order
Richard Stebbins
Additional Authors
—
Impact of the Financial Advisor on Clients' Financial Outcome: An Integrative Model
Thursday, September 19, 2024 at 11:40 AM–12:00 PM ADT
AFS 124
Lead & Corresponding Author
Pierre-Etienne Pilote, École des Sciences de la Gestion, Université du Québec à Montréal
Names of authors in order
Pierre-Etienne Pilote, Emilio Boulianne, Michel Magnan
Additional Authors
Emilio Boulianne, John Molson School of Business, Concordia University
Michel Magnan, John Molson School of Business, Concordia University
Financial Literacy: A case of home equity release schemes
Thursday, September 19, 2024 at 1:00 PM–1:20 PM ADT
AFS 123
Lead & Corresponding Author
Dr. Vishaal Baulkaran, University of Lethbridge
Names of authors in order
Vishaal Baulkaran, Pawan Jain
Additional Authors
Pawan Jain, Virginia Commonwealth University
How Do Gender Norms Affect Financial Planning For UK Independent Financial Advisors and Clients?
Thursday, September 19, 2024 at 1:00 PM–1:20 PM ADT
AFS 124
Lead & Corresponding Author
Dr. Daniel W. Richards, York University
Names of authors in order
Ariane Agunsoye, Daniel W. Richards
Additional Authors
Ariane Agunsoye, Goldsmiths, University of London
Can you communicate your worth? Exploring competence in articulating the value of financial advice to clients
Thursday, September 19, 2024 at 1:20 PM–1:40 PM ADT
AFS 124
Lead & Corresponding Author
Ellana Loy, Griffith University
Names of authors in order
Ellana Loy, Kirsten MacDonald, Karen Wildman, Thomas Hendry, Mark Brimble
Additional Authors
Assoc Prof Kirsten MacDonald, CPA, BCM MCM PhD, Griffith University
Karen Wildman, Griffith University
Thomas Hendry, Griffith University
Professor Mark Brimble, Griffith University
Financial Literacy and The Use of AFS: The Role of Credit Card Behavior
Thursday, September 19, 2024 at 1:20 PM–1:40 PM ADT
AFS 123
Lead & Corresponding Author
Ichchha Pandey, Ph.D., CFP®, Augusta University
Names of authors in order
Ichchha Pandey, Olamide Olajide, Sabina Pandey
Additional Authors
Olamide Olajide, Ph.D., CFP®, AFC®, Texas Tech University
Sabina Pandey, Ph.D., CFP®, Texas Tech University
Empirical Study Of Financial Literacy And Gender Differences Among Working Professionals In Nairobi, Kenya
Thursday, September 19, 2024 at 1:40 PM–2:00 PM ADT
AFS 123
Lead & Corresponding Author
Annette Mumbi, CFA, University of London
Names of authors in order
Annette Mumbi
Additional Authors
—
Exploratory and Confirmatory Factor Analyses of Money Habitudes Data
Thursday, September 19, 2024 at 1:40 PM–2:00 PM ADT
AFS 124
Lead & Corresponding Author
Jeffrey Anvari-Clark, PhD, MA, LMSW, University of North Dakota
Names of authors in order
Jeffrey Anvari-Clark, Axton Betz-Hamilton
Additional Authors
Axton E Betz-Hamilton, Ph.D., South Dakota State University
Co-Designing Financial Education: Improving Young Women's Financial Aptitude
Thursday, September 19, 2024 at 2:00 PM–2:10 PM ADT
113-115
Lead & Corresponding Author
Elisabeth Sinnewe, QUT
Names of authors in order
Elisabeth Sinnewe
Additional Authors
—
Capstone as Project Based Learning: Theory and Application in Personal Financial Planning
Thursday, September 19, 2024 at 2:00 PM–2:20 PM ADT
AFS 124
Lead & Corresponding Author
Sarah Asebedo, Texas Tech University
Names of authors in order
Sarah Asebedo, Bryan Gramse
Additional Authors
Bryan Gramse
Key Factors for Financial Wellbeing
Thursday, September 19, 2024 at 2:00 PM–2:20 PM ADT
AFS 123
Lead & Corresponding Author
Vickie Bajtelsmit, Ph.D., Colorado State University
Names of authors in order
Vickie Bajtelsmit, Jennifer Coats
Additional Authors
Jennifer Coats, Ph.D., Colorado State University
RESEARCH SHARK TANK
Thursday, September 19, 2024 at 2:00 PM–3:00 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
—
Financial Well-Being for Student-Athletes: Exploring Name, Image, Likeness (NIL) knowledge and needs
Thursday, September 19, 2024 at 2:10 PM–2:20 PM ADT
113-115
Lead & Corresponding Author
Richard Stebbins, University of Alabama and Kansas State University
Names of authors in order
Richard Stebbins, Oscar Solis
Additional Authors
Oscar Solis, West Texas A&M University
Can ChatGPT pass the CFP Examinations?
Thursday, September 19, 2024 at 2:20 PM–2:30 PM ADT
113-115
Lead & Corresponding Author
Nancy Brayman, AFS
Names of authors in order
Shawn Brayman
Additional Authors
—
A Study of Time Value of Money Educational Interventions
Thursday, September 19, 2024 at 2:20 PM–2:40 PM ADT
AFS 124
Lead & Corresponding Author
Jason Anderson, University of Kansas
Names of authors in order
Jason Anderson, Blake Gray
Additional Authors
Blake Gray, Kansas State University
Homeownership and financial well-being: The moderating role of relationship status
Thursday, September 19, 2024 at 2:20 PM–2:40 PM ADT
AFS 123
Lead & Corresponding Author
Ashlyn Rollins-Koons, Kansas State Univeristy
Names of authors in order
Ashlyn Rollins-Koons, Tanya Staples, Congrong Ouyang
Additional Authors
Tanya Staples, M.A, CFP®, Kansas State University
Congrong Ouyang, Kansas State Univeristy
American Financial Advice Sentiment Index Project
Thursday, September 19, 2024 at 2:30 PM–2:40 PM ADT
113-115
Lead & Corresponding Author
Nicki Potts, Morningstar
Names of authors in order
Nicki Potts, Samantha Lamas, Danielle Labotka
Additional Authors
—
Financial Satisfaction and Anxiety: Unpacking Resilience Among Asian Americans
Thursday, September 19, 2024 at 2:40 PM–3:00 PM ADT
AFS 123
Lead & Corresponding Author
Yi Liu, Texas Tech University
Names of authors in order
Yi Liu, Kenneth White
Additional Authors
Kenneth John White, Jr, Ph.D., Univeristy of Arizona
Utilizing Experiential Learning Techniques in a Financial Planning Program—Allowing Students to Learn from Themselves
Thursday, September 19, 2024 at 2:40 PM–3:00 PM ADT
AFS 124
Lead & Corresponding Author
Steve P Fraser, Florida Gulf Coast University
Names of authors in order
Steve Fraser
Additional Authors
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Lifetime Financial Advice: A Personalized Optimal Multilevel Approach (Kaplan & Idzorek)
Thursday, September 19, 2024 at 3:15 PM–4:15 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
—
AFS PHS PANEL SESSION with Professors and Publishers
Thursday, September 19, 2024 at 4:15 PM–5:00 PM ADT
AFS 124
Lead & Corresponding Author
—
Additional Authors
—
AFS Awards Dinner - Sponsored by the CFP Board (AFS members only)
Thursday, September 19, 2024 at 5:15 PM–7:30 PM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
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Credit Union Member Benefits: Does Local Religiosity Matter?
Friday, September 20, 2024 at 9:00 AM–9:20 AM ADT
AFS 123
Lead & Corresponding Author
Thanh Dao Ngo, East Carolina University
Names of authors in order
Travis Davidson, Thanh Ngo, Hongxia Wang
Additional Authors
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MARRIED INDIVIDUALS’ FINANCIAL SATISFACTION: THE RELATIONSHIP WITH RETIREMENT PLANNING BEHAVIOR AND FINANCIAL KNOWLEDGE
Friday, September 20, 2024 at 9:00 AM–9:20 AM ADT
AFS 124
Lead & Corresponding Author
Dilruba Sharmin Moutusi, Westminster College
Names of authors in order
Dilruba Sharmin Moutusi, Sarah Asebedo, Chris Browning, Donald Lacombe, Benaissa Chidmi
Additional Authors
—
Retirement Income Literacy Study (Bennetts and Ludwig)
Friday, September 20, 2024 at 9:00 AM–10:00 AM ADT
113-115
Lead & Corresponding Author
—
Additional Authors
—
Personality Traits and the Social Security Decision
Friday, September 20, 2024 at 9:20 AM–9:40 AM ADT
AFS 124
Lead & Corresponding Author
Dr. Mark Evers, CFP®, CRPC®, University of North Texas
Names of authors in order
Mark Evers, Taufiq Hasan Quadria, Mariya Gavrilova Aguilar
Additional Authors
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The impact of the online marketplace on fraud: Evidence from Craigslist from its early adoption in 1995 to its wider expansion in 2006
Friday, September 20, 2024 at 9:20 AM–9:40 AM ADT
AFS 123
Lead & Corresponding Author
Efthymia Antonoudi, University of Georgia
Names of authors in order
Martin Seay, HanNah Lim, Elizabeth Kiss
Additional Authors
Martin Seay, Ph.D., Kansas State University
HanNa Lim, PhD
D Elizabeth Kiss, Ph.D., Kansas State University
Immigration Law Enforcement and Immigrant Homeownership
Friday, September 20, 2024 at 9:40 AM–10:00 AM ADT
AFS 123
Lead & Corresponding Author
Efthymia Antonoudi, University of Georgia
Names of authors in order
Efthymia Antonoudi, Genti Kostandini, HanNah Lim
Additional Authors
Genti Kostandini, University of Georgia
HanNah Lim, California State University Fullerton
Retirement Awareness Among U.S. Adolescents: The Role of Financial Concerns and Financial Education
Friday, September 20, 2024 at 9:40 AM–10:00 AM ADT
AFS 124
Lead & Corresponding Author
Yu Zhang, Kansas State University
Names of authors in order
Yu Zhang, Zhikun Liu
Additional Authors
Zhikun Liu, MissionSquare Retirement
Building a Global FP Community
Friday, September 20, 2024 at 10:15 AM–11:15 AM ADT
113-115
Lead & Corresponding Author
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Additional Authors
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