AFS Annual Meeting 2018 has ended

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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

FPA® Ethics [CFP CE] Columbus A-F

8:00am CDT

FPA® First Time Attendee Orientation Grand Ballroom F FPA® New Planner Breakfast Comiskey

9:00am CDT

FPA® General Session: The Future is Behavioral [CFP CE] Grand Ballroom A-D

10:30am CDT

Coffee Break TBA

10:45am CDT

FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE] Michigan 3 FPA® Behavioral Finance Panel [CFP CE] Columbus A-F FPA® Best Practices for Retirement Income [CFP CE] Grand Ballroom F FPA® Cross-Border Estate Planning [CFP CE] Columbus K-L FPA® Electronic Trading and Blockchain: Yesterday, Today and Tomorrow [CFP CE] Columbus G-J FPA® International & Cross-Border Knowledge Circle Roosevelt 1AB FPA® The Retirement Holy Grail of Income & Growth [CFP CE] Grand Ballroom E G1a - Age Differences in Risk Tolerance and Risk Domains Michigan 1AMuna Alabed G1b - Financial Self-Assessment and Households’ Well-Being in an Emerging Market Michigan 1AHalil Kiymaz G2a - Cost Efficiencies in the Management of Commodity Mutual Funds Michigan 1BTim Mooney G2b - CANCELLED - The Willingness of Allocating Funds to Longevity Income: A Comparison by Age. Michigan 1BZunaira Khalid G2b - Practical Strategies to Enhance Retirement Success Rates in the United States (Base Model) Michigan 1BChia-Li Chien, CFP®, PhD candidate G3a - Are ‘Adult’ Sources of Windfalls Destined to be Spent ‘Responsibly’? (And Are Other Windfalls Spent Hedonistically?) Michigan 1CEugene Bland G3b - Gender Bias and the Selection of a Financial Advisor Michigan 1CMatthew Sommer G4a - The Determinants of Objective and Subjective Emergency Fund Adequacy Michigan 2Sunwoo Tessa Lee G4b - Social Isolation in Retirement and the Role of Financial Advisors Michigan 2Yuanshan (Jimmy) Cheng

11:00am CDT

FPA® Financial Planning Challenge: Case Study Presentations Roosevelt 3AB

11:30am CDT

FPA® Exhibit Hall & Lunch Riverside Exhibit Hall

12:00pm CDT

FPA® Quick Start Session - Designing Workflow Efficiency for You and Your Firm Plaza Ballroom FPA® Quick Start Session - Leveraging Guaranteed Income through Commission-Free insurance [CFP CE] Columbus K-L

12:45pm CDT

FPA® Quick Start Session Plaza Ballroom FPA® Quick Start Session: What are You Doing to Retain Top Talent? Columbus K-L Wiley Sponsored Special Session: Meet and Greet New Personal Finance Authors Michigan 2John Grable • Lance Palmer • Vickie Bajtelsmit, PhD

1:15pm CDT

FPA® Mic v Mic: Risk Tolerance Assessment Discussion Riverside Exhibit Hall

1:45pm CDT

Break TBA

2:00pm CDT

FPA® Academic Research Presentations (JFP/AFS), Part 2 [CFP CE] Michigan 3 FPA® Behavioral Economics and the Age of Socially Responsible Investing [CFP CE] Grand Ballroom F FPA® Plan for the 21st Century Retirement [CFP CE] Columbus G-J FPA® Public Policy & Regulation Knowledge Circle Roosevelt 1AB FPA® Tax Reform - The Final Edition [CFP CE] Columbus A-F FPA® The Future of Financial Planning: It’s a Small World After All [CFP CE] Grand Ballroom E FPA® The Role of Annuities in Wealth Management [CFP CE] Columbus K-L H1a - Perceptions of Career-Preparedness among Financial Planning and Finance Students Michigan 1ALaura Mattia H1b - Exploring the Effect of Financial Literacy on Financial Risk Tolerance: Evidence from the 2016 Survey of Consumer Finances Michigan 1ASherman Hanna H2a - An Examination of the Influence of Robo-Advisers, Online Financial Services, and Other Information Sources on Investment Styles Michigan 1BLu Fan H2b - Do Women Trust Financial Advisors? Michigan 1BCagla Yildirim H3a - A Place for Mom: Correlation Between Mandatory Reporting and Older Americans’ Participation in Financial Markets Michigan 1CBenjamin Steele Campbell H3b - Predicting REIT Factor Loadings and Structural Alphas from Capital Market Assumptions Michigan 1CWilliam Jennings H4a - The Effect of Financial Literacy on Homeowners and Renters Having a Heavy Financial Obligations Burden Michigan 2Congrong Ouyang H4b - The Relationship Between Well-Being and Financial Self-Efficacy for Older Adults Michigan 2Sarah Asebedo, Ph.D., CFP®

3:00pm CDT

Coffee Break Riverside Exhibit Hall

3:15pm CDT

FPA® Quick Start Session Plaza Ballroom FPA® Quick Start Session - Successful Segmentation and Target Marketing Columbus K-L

3:30pm CDT

FPA® Applied Behavioral Economics Knowledge Circle Roosevelt 1AB FPA® Creating a Culture of Talent Development to Leverage Firm Growth Grand Ballroom F FPA® How to Grant Your Clients an Awesome Life [CFP CE] Grand Ballroom E FPA® Tax-Efficient Withdrawal Strategies for High-Income Taxpayers [CFP CE] Columbus A-F I1b - Student Loans and Financial Satisfaction: The Moderating Role of Financial Education Michigan 1AJae Min Lee I2a - Understanding a Client’s Impulse to Help Others: How Self Efficacy Relates to Giving Money and Time Away Michigan 1BShane Enete I2b - Financial Knowledge and Financial Confidence as Mediators Between Gender and Positive Financial Behaviors Michigan 1BSomer Anderson I3a - The Sustainable Growth Rate, DuPont Analysis, and the Cross-Section of Returns Michigan 1CYuntaek Pae I3b - Vulnerable to What?: A Measurement Model for Predicting Vulnerability to Financial Hardship Michigan 1CDee Warmath I4a - Issues with the Transition Mechanism in the Actuarial Approach to Retirement Spending Michigan 2Ken Johnston

4:00pm CDT

FPA® Quick Start Session - Telling Your Story with Authenticity and Conviction Plaza Ballroom FPA® Advanced Retirement Planning Techniques with Home Equity in Retirement [CFP CE] Columbus K-L FPA® Building an Audience: Top Strategies for Exponential Audience Growth Columbus G-J

4:30pm CDT

Break TBA

4:45pm CDT

FPA® Academic Research Presentations (JFP/AFS), Part 3 [CFP CE] Michigan 3 FPA® Business Success Knowledge Circle Roosevelt 1AB FPA® Making the Most of Medicare: the Advisers' Guide [CFP CE] Grand Ballroom E FPA® Marketing to the Middle Columbus A-F FPA® Your HNW Strategy: What They Want, Now What You Know Grand Ballroom F J1a - Association among Financial Risk Tolerance and the Personality Traits of Sensation-seeking, Locus of Control for Pre-retiree Baby Boomers Michigan 1AAbed Rabbani J2a - Household Collective Decision-Making and Consumer Debt Michigan 1BDavid Allen Ammerman J2b - The Effect of Myopic Behavior on Stock Market Risk Perception Michigan 1BYi (Bessie) Liu J3b - The Value Of Alumni Networks: Evidence From The Mutual Fund Industry In China Michigan 1CLeng Ling

5:15pm CDT

FPA® The Future of Blockchain Columbus G-J FPA® Winning the Fight for Female Talent: How Firms Can Gain an Edge Columbus K-L

5:45pm CDT

AFS Annual Meeting Adjourns N/A FPA® Opening Reception - MUST HAVE FPA NAMETAG Riverside Exhibit Hall