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AFS Annual Meeting 2018

Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!

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6:59am CDT

Registration Outside Michigan Rooms

7:00am CDT

Breakfast Michigan Common Area

8:00am CDT

A1a - Do Equal-Weighted Index Funds Outperform Market Cap-Weighted Index Funds? [CFP Investments] Michigan 1AGowri Shankar A1b - Risk and Reward of Fractionally-Leveraged ETFs in a Stock/Bond Portfolio [CFP Investments] Michigan 1AJames DiLellio A2a - How to Position a Retirement Investor’s Bond Portfolio in a Rising/Inverting Rate Environment (Work in progress) Michigan 1BRobert Dubil A2b - Post-Earnings-Announcement Drift: The Role of Investment Surprises Michigan 1BAaron Lin A3a - Access to Finance for SMEs: Which Firms are Discouraged? Michigan 1CAndreas Dietrich A3b - Diversity and Firm Performance Michigan 1CMakeen Huda

9:00am CDT

B1a - Measuring Relative Risk Tolerance: A Cautionary Tale [CFP Risk Assessment] Michigan 1AJohn Grable B1b - Profile to Portfolio - Where is the Missing Link? [CFP Risk Assessment] Michigan 1AShawn Brayman B2a - Perceived versus Actual Investor Sophistication; A Behavioral Study Michigan 1BStuart Michelson B2b - Do As I Tell You, Not As I Do Michigan 1BInga Chira B3a - Do the Product Markets Matter? The Case of Innovation Michigan 1CLai Van Vo B3b - Trust and Financial Inclusion Michigan 1CXiaoyan Xu

10:00am CDT

Break Michigan Common Area

10:30am CDT

C1a - The Effect of Behavior Problems on Unsecured Debt Use [CFP Risk Preference - Nature or Nurture] Michigan 1AAnca Traian C1b - The Effect of Genetics on Risk Preferences and Household Financial Decisions [CFP Risk Preference - Nature or Nurture] Michigan 1AVickie Bajtelsmit, PhD C2a - More than 12b-1 Fees: The Impact of Method of Sales on Return Salience Through Brokerage Channel Michigan 1BPhilip Gibson C2b - Relative Performance of Real Estate Exchange Traded Funds Michigan 1BRobert McLeod C3a - Financial Literacy and Aging Michigan 1CMuna Alabed C3b - What Are the Determinants of Purchasing Long-Term-Care Insurance by Older Americans? Michigan 1CHossein Salehi

11:30am CDT

D1a - What Matters in ETF Selection? [CFP ETFs] Michigan 1ADavid Nanigian, Ph.D., CFP(R) D1b - Why Do People Invest in Overpriced ETFs, Can Behavioral Nudges Help? Results from a Nationally Representative Experiment [CFP ETFs] Michigan 1ARyan O. Murphy D2a - Confidence, Overconfidence and Investor Decisions: Are You Your Own Worst Enemy? Michigan 1BColleen Tokar Asaad D2b - Peer Effects, Personal Characteristics and Asset Allocation Michigan 1BJiali (Jasmine) Fang D3a - Disability Type, Financial Capability, and Risky Asset Holding Michigan 1CJing Jian Xiao D3b - CANCELLED - The Affordable Care Act (Obamacare): Did it Really Accomplish What it Intended? Michigan 1CWilliam Lance Hocutt

12:30pm CDT

Keynote Presentation, Business Meeting, and Luncheon Crystal Ballroom C - West Tower, Lobby LevelChristine Benz • Swarn Chatterjee • Robert Moreschi • Janine Sam

2:30pm CDT

E1a - Risky Retirement: The Impact of Retirement on Physical Health [CFP End-of-Life Issues] Michigan 1AChristopher Edwin Crouch E1b - The Importance of Planning Horizon in End-of-Life Financial and Health Planning [CFP End-of-Life Issues] Michigan 1AReem Hussein E2a - Testing a Pecking Order Model of Household Capital Structure Michigan 1BDavid Allen Ammerman E2b - Two-Factor Risk Preference and Credit Card Risk Michigan 1BPatrick Payne E3a - Can Behavioral Nudges Help Overcome Thinking Blind-Spots on Investment Goals?: Results from Two Studies Michigan 1CRay Sin E3b - Variance in Client’s EEG Responses When Using Different Communication Methods: Ways to Ask Questions to Obtain More Accurate Answers Michigan 1CWookjae Heo

3:30pm CDT

F1a - Charitable Estate Planning Among Donors to Different Types of Charities [CFP Estate Planning] Michigan 1AJennifer Lehman F1b - Finding the Next Major Donor: The Relationship between Financial Planning Horizon and Charitable Giving [CFP Estate Planning] Michigan 1AZhikun Liu F2a - Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts Michigan 1BJames DiLellio F3a - The Role of Materialism in Perceiving Financial Stress Michigan 1CNarang Park F3b - The Effect of Alimony on Savings Behavior Michigan 1CMichael Kothakota

4:29pm CDT

P100 Poster Session and Reception Michigan 2

4:30pm CDT

P101 - Access to Financial Education in High School and Its Effect on an Individual’s Preferences towards Debt at the Time of a Home Purchase. Michigan 2Leobardo Diosdado P102 - Do Sources of Financial Education Affect Financial Knowledge and Financial Confidence? Michigan 2Lu Fan P103 - The Association between Expectations of Public Transfers and Individual Consumption Decisions: Findings from a Panel Study Michigan 2Swarn Chatterjee P104 - Professional Judgement or Just Another Opinion? Michigan 2Shawn Brayman P105 - Risk Tolerance Profile of Cash Value Life Insurance Owners Michigan 2Zheying (Anthea) Yao P106 - Signaling Effect of Socially Conscious Mandate of Mutual Funds Michigan 2Aman Sunder P107 - The Effects of Tax Incentives on Educational, Religious, and Political Charitable Giving Michigan 2Dava Dorjsuren P108 - The Impact of Mortality Salience on Asset Decumulation Decision Michigan 2Yi (Bessie) Liu P109 - Time Will Tell: Determinants and Significance of Financial Planning Horizon Changes Michigan 2Zhikun Liu

6:00pm CDT

AFS Program Directors Meeting Michigan 1B