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AFS Advanced Research in Financial Planning Conference 2024

du 18 au 20 September 2024

Columbus, Ohio, United States

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.

  1.  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.
  2. The winner of the JFP's Montgomery-Warschauer Award for best research from the prior year will present their research.
  3. 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.
  4. 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.
  5. 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are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received.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.
  6. 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

mercredi 18 septembre 2024 à 11:30–12:30 ADT
113-115

Lead & Corresponding Author

Additional Authors

Windage for Asset Allocation

mercredi 18 septembre 2024 à 13:00–13:20 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

mercredi 18 septembre 2024 à 13:00–14:00 ADT
AFS 123

Lead & Corresponding Author

Dr John Grable, University of Georgia
Names of authors in order

Additional Authors

Household Exposure to COVID-19 and Life Insurance Holdings

mercredi 18 septembre 2024 à 13:20–13:40 ADT
AFS 124

Lead & Corresponding Author

Ning Wang, University of North Georgia
Names of authors in order

Ning Wang

Additional Authors

Cryptocurrency Investment Mechanism: Exploring the Role of Financial Education, Investment Knowledge, and Risk Tolerance

mercredi 18 septembre 2024 à 13:40–14:00 ADT
AFS 124

Lead & Corresponding Author

Van Dinh, Texas Tech University
Names of authors in order

Van Dinh

Additional Authors

An Investigation of the Relationship between Gender and Investment Behavior during the 2022 Market Meltdown

mercredi 18 septembre 2024 à 14:15–14:35 ADT
AFS 124

Lead & Corresponding Author

matthew sommer
Names of authors in order

Matthew Sommer, Megan McCoy, HanNa Lim

Additional Authors

The Role of Social Media in Cryptocurrency Markets

mercredi 18 septembre 2024 à 14:15–14:35 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

mercredi 18 septembre 2024 à 14:35–14:55 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

mercredi 18 septembre 2024 à 14:35–14:55 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

mercredi 18 septembre 2024 à 14:55–15:15 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

mercredi 18 septembre 2024 à 14:55–15:15 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

Defining AI Algorithms Based on Time and Critical Wealth Levels

mercredi 18 septembre 2024 à 15:30–15:50 ADT
AFS 123

Lead & Corresponding Author

Brian Boscaljon, PhD, Penn State Erie - The Behrend College
Names of authors in order

Brian Boscaljon

Additional Authors

Exploring Diverse Drivers: Investment Literacy and Investment Motivations

mercredi 18 septembre 2024 à 15:30–15:50 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

mercredi 18 septembre 2024 à 15:30–16:30 ADT
113-115

Lead & Corresponding Author

Additional Authors

Married Individuals’ Retirement Planning Behavior: The Relationship with Financial Knowledge and Risk Tolerance

mercredi 18 septembre 2024 à 15:50–16:10 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

mercredi 18 septembre 2024 à 15:50–16:10 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

mercredi 18 septembre 2024 à 16:10–16:30 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

mercredi 18 septembre 2024 à 16:10–16:30 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)

mercredi 18 septembre 2024 à 16:30–17:30 ADT
113-115

Lead & Corresponding Author

Additional Authors

Inheritance and its Impact: Resolving Financial Strain in Older Adults

mercredi 18 septembre 2024 à 17:30–19:00 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)

mercredi 18 septembre 2024 à 17:30–19:00 ADT
113-115

Lead & Corresponding Author

Additional Authors

Can ChatGPT Complete a Comprehensive Financial Plan?

mercredi 18 septembre 2024 à 17:30–19:00 ADT
113-115

Lead & Corresponding Author

Shawn Brayman, AFS
Names of authors in order

Shawn Brayman

Additional Authors

Chinese pension funds: do they outperform?

mercredi 18 septembre 2024 à 17:30–19:00 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

Crypto as Currency: The Association of Cryptocurrency and the Use of Alternative Financial Services

mercredi 18 septembre 2024 à 17:30–19:00 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

FINANCIAL CAPABILITY AND WELL-BEING AMONG FINANCIAL ADVISORS

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 ADT
113-115

Lead & Corresponding Author

John A. Turner , Pension Policy Center
Names of authors in order

John Turner, Emily Andrews

Additional Authors

Political Stability as a Risk Factor in Global Markets

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 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

What is the Role of Planners' Communication Amid Clients' Financial Anxiety?

mercredi 18 septembre 2024 à 17:30–19:00 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

mercredi 18 septembre 2024 à 17:30–19:00 ADT
113-115

Lead & Corresponding Author

Ohireime O. Ojeomogha, Texas Tech University
Names of authors in order

Ohireime Oiseomoede Ojeomogha, Stuart Heckman

Additional Authors

future-proof investor positioning: assessment of a quantitative method that empowers people to map their risk and loss tolerance

mercredi 18 septembre 2024 à 17:30–19:00 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

Addressing Diversity, Equity, and Inclusion in Financial Planning Education

jeudi 19 septembre 2024 à 08:30–08:50 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

jeudi 19 septembre 2024 à 08:30–08:50 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

jeudi 19 septembre 2024 à 08:50–09:10 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

jeudi 19 septembre 2024 à 08:50–09:10 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

jeudi 19 septembre 2024 à 09:10–09:30 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

jeudi 19 septembre 2024 à 09:10–09:30 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)

jeudi 19 septembre 2024 à 09:45–10:45 ADT
113-115

Lead & Corresponding Author

Additional Authors

A Comprehensive Literature Review on Equity in Financial Planning: Unpacking Gender Barriers and Advancing Women’s Participation in the CFP® Profession.

jeudi 19 septembre 2024 à 11:00–11:20 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

jeudi 19 septembre 2024 à 11:00–11:20 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

jeudi 19 septembre 2024 à 11:20–11:40 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

jeudi 19 septembre 2024 à 11:20–11:40 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

jeudi 19 septembre 2024 à 11:40–12:00 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

jeudi 19 septembre 2024 à 11:40–12:00 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

jeudi 19 septembre 2024 à 13:00–13:20 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?

jeudi 19 septembre 2024 à 13:00–13:20 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

jeudi 19 septembre 2024 à 13:20–13:40 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

jeudi 19 septembre 2024 à 13:20–13:40 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

jeudi 19 septembre 2024 à 13:40–14:00 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

jeudi 19 septembre 2024 à 13:40–14:00 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

jeudi 19 septembre 2024 à 14:00–14:10 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

jeudi 19 septembre 2024 à 14:00–14:20 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

jeudi 19 septembre 2024 à 14:00–14:20 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

jeudi 19 septembre 2024 à 14:00–15:00 ADT
113-115

Lead & Corresponding Author

Additional Authors

Financial Well-Being for Student-Athletes: Exploring Name, Image, Likeness (NIL) knowledge and needs

jeudi 19 septembre 2024 à 14:10–14:20 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?

jeudi 19 septembre 2024 à 14:20–14:30 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

jeudi 19 septembre 2024 à 14:20–14:40 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

jeudi 19 septembre 2024 à 14:20–14:40 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

jeudi 19 septembre 2024 à 14:30–14:40 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

jeudi 19 septembre 2024 à 14:40–15:00 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

jeudi 19 septembre 2024 à 14:40–15:00 ADT
AFS 124

Lead & Corresponding Author

Steve P Fraser, Florida Gulf Coast University
Names of authors in order

Steve Fraser

Additional Authors

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach (Kaplan & Idzorek)

jeudi 19 septembre 2024 à 15:15–16:15 ADT
113-115

Lead & Corresponding Author

Additional Authors

AFS PHS PANEL SESSION with Professors and Publishers

jeudi 19 septembre 2024 à 16:15–17:00 ADT
AFS 124

Lead & Corresponding Author

Additional Authors

AFS Awards Dinner - Sponsored by the CFP Board (AFS members only)

jeudi 19 septembre 2024 à 17:15–19:30 ADT
113-115

Lead & Corresponding Author

Additional Authors

Credit Union Member Benefits: Does Local Religiosity Matter?

vendredi 20 septembre 2024 à 09:00–09:20 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

MARRIED INDIVIDUALS’ FINANCIAL SATISFACTION: THE RELATIONSHIP WITH RETIREMENT PLANNING BEHAVIOR AND FINANCIAL KNOWLEDGE

vendredi 20 septembre 2024 à 09:00–09:20 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)

vendredi 20 septembre 2024 à 09:00–10:00 ADT
113-115

Lead & Corresponding Author

Additional Authors

Personality Traits and the Social Security Decision

vendredi 20 septembre 2024 à 09:20–09:40 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

The impact of the online marketplace on fraud: Evidence from Craigslist from its early adoption in 1995 to its wider expansion in 2006

vendredi 20 septembre 2024 à 09:20–09:40 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

vendredi 20 septembre 2024 à 09:40–10:00 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

vendredi 20 septembre 2024 à 09:40–10:00 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

vendredi 20 septembre 2024 à 10:15–11:15 ADT
113-115

Lead & Corresponding Author

Additional Authors

Chargement en cours …