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are co-ordinating 2 additional mini-breakout research rooms where researchers will present additional peer-reviewed, unpublished research selected from the many submissions we received.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

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
Short Description

Homeownership is widely regarded as a key component of financial stability in America, yet achieving and maintaining it has become increasingly challenging. This study investigates how physical and social needs relate to financial well-being, with physical needs being measured through housing tenure (the occupancy status of the household) and social needs being measured through relationship status. We hypothesize that relationship status moderates the relationship between housing tenure and financial well-being. The results indicates that for those who are single and divorced or separated the benefits of homeownership may not be as salient as their married counterparts. It appears that single or divorced homeowners who are still paying a mortgage may have lower financial well-being. On the other hand, single renters may fare better in their housing tenure than renters in other relationship statuses.

Lead & Corresponding Author

Ashlyn Rollins-Koons, Kansas State Univeristy

Additional Authors

Tanya Staples, M.A, CFP®, Kansas State University
Congrong Ouyang, Kansas State Univeristy
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