Academy of Financial Services Academy of Financial Services Conference 2017

Thank you for submitting to present at the Academy of Financial Services Annual Conference 2017. You can search on your name to find your session(s) and when it (or they) have been scheduled. Please note that a number of sessions have been scheduled as posters, so read carefully. Once you have located your session(s), please confirm the acceptance by emailing academyfinancialservicesorg@gmail.com or calling the conference office in Florida at 727-940-2658 x 1001. In this search tool, ONLY the LEAD and CORRESPONDING AUTHOR is searchable. As lead author, you are responsible to communicate the date and time of the session to your co-authors. Registration will open soon, and additional information about the conference will be entered on the AFS website as soon as it is available.

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Budgeting and Financial Capability: A Perspective of Behavioral Heirarchy

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 2

Lead & Corresponding Author

JingJian Xiao, University of Rhode Island

Additional Authors

Dr. Barbara M. O'Neill, Rutgers University

CFP-Pedagogy

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

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Additional Authors

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Concurrent A

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Disassembling the Replacement Analysis in Capital Budgeting: A Teaching Note

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

Cris de la Torre, Ph.D., University of Northern Colorado

Additional Authors

Amber Lemmon, Texas Tech University

Financial Capability: Literacy, Behavior, and Distress

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 2

Lead & Corresponding Author

Janine K. Scott, PhD, Massey University

Additional Authors

Nguyễn Vũ Nghĩa, Massey University

Financial Literacy and Borrowing Decisions

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 3

Lead & Corresponding Author

Dr Terrance Martin, Jr, PhD., MBA, The University of Texas Rio Grande Valley

Additional Authors

Philip Gibson, PhD, Winthrop University

Janine K. Scott, PhD, Massey University

Multidimensional Financial Stress: Scale Development and Relationship with Personality Traits

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 3

Lead & Corresponding Author

Wookjae Heo, Ph.D., South Dakota State University

Additional Authors

Soo Hyun Cho, South Dakota State University

Phil Seok Lee, Ph.D., South Dakota State Library

Using a Comprehensive Final Project in Introductory Undergraduate Finance

Sunday, October 1, 2017 at 8:00 AM–Friday, October 20, 2017 at 8:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

Philip Stuczynski, Penn State Erie - The Behrend College

Additional Authors

Brian Boscaljon, PhD, Penn State Erie - The Behrend College

Richard Hedderick, Penn State Erie - The Behrend College

Advisor Incentives and Perceived Quality of Financial Advice from Clients

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 2

Lead & Corresponding Author

Yuanshan Cheng, Ph.D., Winthrop University

Additional Authors

Philip Gibson, PhD, Winthrop University

Charlene Kalenkoski, PhD, Texas Tech University

CFP-The Future of the Financial Planning Profession

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

—

Additional Authors

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College Women and Financial Literacy: Assessing the Gender Gap

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 2

Lead & Corresponding Author

Deborah Gregory, Bentley University

Additional Authors

Casey Moy, Bentley University

Concurrent B

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Financial Planners in the 21st Century: An Investigation into the Skills and Competencies Required in a Digital Age

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

Mrs Jackie Palframan, Nelson Mandela University

Additional Authors

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Risk Capacity - Misunderstood and Misapplied

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 3

Lead & Corresponding Author

Shawn Brayman, PlanPlus Inc.

Additional Authors

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Testing the Associations Among Macroeconomic, Social Support, and Biopsychosocial Variables and Financial Risk Tolerance

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 3

Lead & Corresponding Author

Dr John Grable, University of Georgia

Additional Authors

Stephen Kuzniak, Cannon Financial

Why Are There So Few Women in the Financial Services Industry?

Sunday, October 1, 2017 at 9:00 AM–9:50 AM CDT

Mockingbird 1

Lead & Corresponding Author

Inga Chira, California State University Northridge

Additional Authors

Laura Mattia, University of South Florida

Advising Privately Business Owners Industry Specific Selling Factors

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 1

Lead & Corresponding Author

Chia-Li Chien, PhD candidate, CFP®, PMP®, Value Growth Institute

Additional Authors

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CFP-Estate Planning

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 1

Lead & Corresponding Author

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Additional Authors

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Charitable Behavior: Christian Beliefs that Explain Donor Intentions

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 3

Lead & Corresponding Author

Stephen C Poplaski, Johnson & Wales University

Additional Authors

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Concurrent C

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Racial/Ethnic Disparities in High Return Investment Ownership: A Heckman Selection Model

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 1

Lead & Corresponding Author

Guangyi Wang, ohio state university

Additional Authors

Sherman Davie Hanna, Ohio State University

The Financial Life of a Veterinarian

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 3

Lead & Corresponding Author

Sonya Britt-Lutter, Ph.D., CFP(R), Kansas State University

Additional Authors

Stuart J Heckman, Ph.D., CFP®, Kansas State University

The Impact of Shared Decision-Making on Overconfidence: The Financial Planning Challenge and Opportunity

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 2

Lead & Corresponding Author

Dr. Dee Warmath, Ph.D., University of Wisconsin-Madison

Additional Authors

Mr. Dominik Piehlmaier

Cliff A Robb, PhD, University of Wisconsin-Madison

Why Are Americans Uncomfortable Spending from their Retirement Portfolio? Evidence from a Survey on Retirement Risk Tolerance

Sunday, October 1, 2017 at 10:30 AM–11:20 AM CDT

Mockingbird 2

Lead & Corresponding Author

Chris Browning, Ph.D., Texas Tech University

Additional Authors

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A Dynamic Model of Insurance Markets: Catastrophes, Cycles, and Capacity Constraints

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

Ning Wang

Additional Authors

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Bond ETFs and Price Volatility of Underlying Securities

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

Dr Nikanor Volkov, Mercer University

Additional Authors

Anna Agapova, PhD, Florida Atlantic University

CFP-Fixed Income

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

—

Additional Authors

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Charitable Bequest Attitudes among Minorities

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

Jennifer Lehman, J.D., Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

Concurrent D

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Investment Strategies and FOMC Rate Decisions

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

Peter M Basciano, Ph.D., Augusta University

Additional Authors

Jim Grayson, Augusta University

Christopher L Cain, Ph.D., College of Charleston

Measuring the Impact of Dynamic Tax-Loss Harvesting on Portfolio Returns

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

John Clark, University of Missouri - Kansas City

Additional Authors

Stephen Riley, Clearview Wealth Solutions

Richard Furmanski, Clearview Wealth Solutions

The Effects of Risk Aversion on the Life Insurance Ownership of Single-Parent Households

Sunday, October 1, 2017 at 11:30 AM–12:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

Sarah Youngwon Nam, The Ohio State University

Additional Authors

herman Davie Hanna, Ohio State University

CFP- Asset Allocation

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

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Additional Authors

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Concurrent E

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Do Investors' Subjective Risk Perceptions Influence Their Portfolio Choice? A Household Bargaining Perspective

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

Xianwu Zhang, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

Is Time Segmentation a Superior Investing Strategy for Retirement?

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

Wade Pfau, The American College

Additional Authors

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The Behavioral Relationship Between Personality Type and Investor Risk Preferences

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

Dr. Stuart Michelson, Stetson University

Additional Authors

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The Case against Overlay Fees, Closed Architecture and Actively Managed Funds in Target Date Mutual Fund Offerings

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

Sandeep Singh, Sandeep, College at Brockport, SUNY

Additional Authors

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The Value of a Gamma-Efficient Portfolio

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

David Blanchett, Ph.D., Morningstar Investment Management

Additional Authors

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Variation of Mutual Fund Flow and Return Relationship Among Distribution Channels

Sunday, October 1, 2017 at 2:30 PM–3:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

Yuanshan Cheng, Ph.D., Winthrop University

Additional Authors

Tao Guo, William Paterson University

Philip Gibson, Winthrop University

An Empirical Evaluation of Dynamic vs. Static Withdrawal Strategies: It’s a Dynamic Small World After All

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

Ken Johnston, Berry C

Additional Authors

John Hatem, Georgia Southern University

CFP-Defined Contribution Plans

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

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Additional Authors

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Concurrent F

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Exposure to Commodities - Should you buy the asset or the company?

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 3

Lead & Corresponding Author

Jeff Smith, PhD, VMI

Additional Authors

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Income Portfolios and Liability-Driven Investing

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

David Blanchett, Ph.D., Morningstar Investment Management

Additional Authors

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Information Presentation and 401(k) Plan Choices

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 1

Lead & Corresponding Author

Dr. Charlene Marie Kalenkoski, Ph.D., CFP(R), Texas Tech University

Additional Authors

Dr. Eric Cardella, Ph.D., Texas Tech University

Dr. Michael Parent, Ph.D., Texas Tech University

KiwiSaver: The First Ten Years

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

Claire Matthews, Massey University

Additional Authors

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Who Fires Their Financial Planner?

Sunday, October 1, 2017 at 3:30 PM–4:20 PM CDT

Mockingbird 2

Lead & Corresponding Author

Michelle Kruger, University of Georgia

Additional Authors

Martha Fulk, The University of Georgia

Dr John Grable, University of Georgia

Kimberly Watkins, M.S., University of Georgia

Are Separately Managed Accounts Efficient Investments? A comparison study with ETFs

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Xianwu Zhang, Texas Tech University

Additional Authors

Tao Guo, William Paterson University

Yuanshan Cheng, Ph.D., Winthrop University

Mr Harold Evensky, evensky, BCE, MS, Texas Tech University

Behavioral and Non-Behavioral Factors Affecting Will and Trust Ownership

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Zhikun Liu, Texas Tech University

Additional Authors

Dr. Russell N James, III, JD., Ph.D., Texas Tech University

Examining Personality Characteristics of the Financially Resilient

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Derek Tharp, Kansas State University

Additional Authors

Martin Seay, Ph.D., Kansas State University

Household Risk Preferences and Homeownership Decisions

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Vincent Le, Kansas State Univeristy

Additional Authors

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Incarceration, Labor Markets, and Firm Performance

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Makeen Huda, University of New Orleans

Additional Authors

Jennifer Brodmann, University of New Orleans

Dr. M. Kabir Hassan, University of New Orleans

Making Cents out of Early Investments in Human Capital: An Empirical Analysis

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Rich Stebbins, Kansas State University

Additional Authors

Stuart J Heckman, Ph.D., CFP®, Kansas State University

Poster Session

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Concurrent

Lead & Corresponding Author

—

Additional Authors

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Survival Factors of Start-ups

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Jennifer Brodmann, University of New Orleans

Additional Authors

Noura Metawa, University of New Orleans

Dr. Tarun Mukherjee, The University of New Orleans

The Change in FX Liquidity: Funding Constraints and Global Risks as Roles of the Change

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Phuvadon Wuthisatian, University of New Orleans

Additional Authors

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The Influence of Social Capital in Financial Planning Businesses

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Mrs Jackie Palframan, Nelson Mandela University

Additional Authors

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Trade-Off Theory and Household Capital Structure

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

David Allen Ammerman

Additional Authors

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What Influenced the Decisions of the Households to Seek Financial Planning Services While Recovering from the Great Recession

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Aman Sunder, University of Georgia

Additional Authors

Lance Palmer, Ph.D., MBA, CPA, University of Georgia

Joseph W. Goetz, Ph.D., University of Georgia

Dr. Swarn Chatterjee, PhD, University of Georgia

Lini Zhang, University of Georgia

Will Pro Bono as Continuing Education credits enhance CFP as a profession in extending social contracts?

Sunday, October 1, 2017 at 4:30 PM–6:00 PM CDT

Mockingbird 1

Lead & Corresponding Author

Chia-Li Chien, PhD candidate, CFP®, PMP®, Value Growth Institute

Additional Authors

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Concurrent G

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Does Momentum Behave like Stock Market?

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106C

Lead & Corresponding Author

Phuvadon Wuthisatian, University of New Orleans

Additional Authors

Hasib Ahmed, University of New Orleans

How do Social Security Rules Affect an Individual's Decision to Remarry?

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106A

Lead & Corresponding Author

Cagla Yildirim, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

Market Volatility and Financial Satisfaction: The Role of Financial Self-Efficacy Beliefs

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106A

Lead & Corresponding Author

Patrick Payne, Western Carolina University

Additional Authors

Sarah Asebedo, Ph.D., Texas Tech University

Performance of SRI Funds and Household Savings Behavior: Is there an Association?

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106C

Lead & Corresponding Author

Dr. Nandita Das, PhD, Delaware State University

Additional Authors

Dr. Bernadette Ruf, Ph.D., Delaware State University

Dr. Swarn Chatterjee, PhD, University of Georgia

Aman Sunder, University of Georgia

Relevance between Utility Theory and Measured Risk Tolerance: Empirical Utilization of G&L Scale

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr105B

Lead & Corresponding Author

Wookjae Heo, Ph.D., South Dakota State University

Additional Authors

Dr John Grable, University of Georgia

Abed Rabbani, PhD, University of Missouri

Risk Profiling and the Development of Asset Allocation Recommendations

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr105B

Lead & Corresponding Author

Michelle Kruger, University of Georgia

Additional Authors

Amy Hubble, CFA, CFP®, University of Georgia

Dr John Grable, University of Georgia

Mr. Shawn Brayman, PlanPlus Inc.

Spending Discomfort and the Contradictory Incentive to Save

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106B

Lead & Corresponding Author

Chris Browning, Ph.D., Texas Tech University

Additional Authors

Zunaira Khalid, Texas Tech University

Why do Most Working Households Not List Saving for Retirement as an Important Goal? The Role of Financial Planner

Monday, October 2, 2017 at 10:45 AM–11:45 AM CDT

ConvCtr106B

Lead & Corresponding Author

Kyoung Tae Kim, University of Alabama

Additional Authors

Tae-Young Pak, University of Alabama

Analysis of the Survivor Benefit Plan: Considerations and Options for US Veterans

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr105B

Lead & Corresponding Author

Brian C. Payne, University of Colorado Colorado Springs

Additional Authors

Thomas C O'Malley, Jr, PhD, University of Colorado Colorado Springs

William W Jennings, PhD CFA CGMA, USAF Academy

Jeffrey C Merrell, PhD, University of Colorado at Boulder

Capacity Constraints, Fund Flows and Hedge Fund Alpha: Emerging Market Evidence

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106C

Lead & Corresponding Author

Ms Mui Kuen Yuen, MBS, Massey University, New Zealand

Additional Authors

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Concurrent H

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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Effect of Military Service on Gen X Retirement Income Expectations: Results from the 2013 Survey of Consumer Finances

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr105B

Lead & Corresponding Author

Dalisha Herring, University of Missouri

Additional Authors

Deanna L Sharpe, Ph.D., Personal Financial Planning Department, University of Missouri

Exploring the Association Between Inheritance and the Retirement Expectation

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106B

Lead & Corresponding Author

Shinae Choi, PhD, The University of Alabama

Additional Authors

Kyoung Tae Kim, PhD, The University of Alabama

Financial Inclusion and Economic Development in OIC Member Countries

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106C

Lead & Corresponding Author

Shadiya Hossain, University of New Orleans

Additional Authors

Hasib Ahmed, University of New Orleans

Dr. M. Kabir Hassan, University of New Orleans

Is There a Need for Emergency Funds?

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106B

Lead & Corresponding Author

V Sivarama Krishnan, Ph. D, University of Central Oklahoma

Additional Authors

Julie A. Cumbie, Ph.D., University of Central Oklahoma

The Effect of Advanced Age and Equity Values on Risk Preferences

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106A

Lead & Corresponding Author

Michael Guillemette, Ph.D., CFP(r), Texas Tech University

Additional Authors

David Blanchett, Ph.D., CFA, CFP(r), Morningstar Investment Management, LLC

Michael Finke, Ph.D., CFP(r), The American College of Financial Services

The Psychology of Portfolio Withdrawal Rates

Monday, October 2, 2017 at 1:30 PM–Saturday, October 28, 2017 at 2:30 PM CDT

ConvCtr106A

Lead & Corresponding Author

Sarah Asebedo, Ph.D., Texas Tech University

Additional Authors

Chris Browning, Ph.D., Texas Tech University

Programmed Financial Literacy Testing - A System for Mitigating Cognitive Decline-Induced Financial Decision Quality Erosion?

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr105B

Lead & Corresponding Author

Jeff Camarda, PhD, CFA, EA, Camarda Wealth

Additional Authors

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A Look at How Subjective Perceptions of Financial Wellness Compare to Objective Measures for Older Americans

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106C

Lead & Corresponding Author

Jacob A Tenney, Texas Tech University

Additional Authors

Charlene Kalenkoski, PhD, Texas Tech University

Business Ownership and Entity Selection: A Human Capital Approach

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr105B

Lead & Corresponding Author

Derek Potter, Kansas State Univeristy

Additional Authors

Stuart J Heckman, Ph.D., CFP®, Kansas State University

Concurrent I

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

Concurrent

Lead & Corresponding Author

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Additional Authors

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How Much Should Students Borrow for College?

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106B

Lead & Corresponding Author

Rusty Yerkes, Samford University

Additional Authors

Jennings Marshall, Ph.D., Samford University

Cynthia Frownfelter Lohrke, Ph.D., Samford University

Inflation and Asset Performance: 1970-2016

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106C

Lead & Corresponding Author

Dr Craig L. Israelsen, Ph.D., Utah Valley University

Additional Authors

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Retirement Income Literacy: The Key To Unlocking Sustainable Retirement Planning for Americans?

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106A

Lead & Corresponding Author

Jamie Hopkins, The American College

Additional Authors

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The Economic Impact of Pre-retirement Health Issues

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106A

Lead & Corresponding Author

Kimberly Turner, The American College

Additional Authors

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The Financial Obligations Burden of U.S. Renter and Owner Households after the Great Recession

Monday, October 2, 2017 at 3:00 PM–4:00 PM CDT

ConvCtr106B

Lead & Corresponding Author

Ms Congrong Ouyang, MS, Ohio State University

Additional Authors

Sherman D. Hanna, The Ohio State University

A Comparison Study of Bucket Strategies – A Case Study

Monday, October 2, 2017 at 4:30 PM–5:30 PM CDT

ConvCtr106C