Academy of Financial Services Annual Meeting 2022

September 27–28, 2022

Virtual Conference via Zoom

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The Impact of Financial Literacy Interventions on College Funding and Retirement Accumulation

Tuesday, September 27, 2022 at 2:00 PM–2:55 PM EDT

Zoom

Keywords

retirement, college education, financial literacy, financial goals conflicts

Short Description

Not all households are on track for a sustainable retirement, according to the JP Morgan Guide to Retirement 2018 (J.P. Morgan, 2018). Previous studies analyze who is retirement ready and the impact of decisions. This research aims to understand certain factors that lead to being “on track” or “not on track” and the specific roles that children’s educational savings/expenditures and financial literacy interventions play in retirement readiness.

Academy of Financial Services Annual Meeting 2022

September 27–28, 2022

Virtual Conference via Zoom

The Impact of Financial Literacy Interventions on College Funding and Retirement Accumulation

Keywords

Short Description

Lead & Corresponding Author

Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and The American College of Financial Services

Additional Authors

Jeffrey W. Lang, Sr., PhD, CLF®, CRPC®, CLU®, CFP®, Lincoln Financial Advisors & The American College of Financial Services

Benjamin F. Cummings, Ph.D., CFP(R), Utah Valley University

Dr. Jason Martin, PhD, Swarthmore College

Terrance K Martin Jr., PhD., MBA., FHEA, Winston Salem State University