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AFS Advanced Research in Financial Planning Conference 2024

September 18–20, 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are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received.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.

Life Expectancy and Financial Planning

Wednesday, September 18, 2024 at 5:30 PM–7:00 PM ADT
113-115
Short Description

This paper analyzes how financial planners use life expectancy tables. Although period life tables are easier to calculate and more widely available, cohort life tables offer a more accurate picture of life expectancy because they incorporate estimates of future changes in mortality rates. Currently, generally period life tables, rather than cohort life tables, are used in financial planning. Period life tables underestimate future mortality rates because they assume no improvements (declines) in mortality rates.

Lead & Corresponding Author

John A. Turner , Pension Policy Center

Additional Authors

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