Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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Tuesday, October 2 • 9:00am - 9:50am
B2b - Do As I Tell You, Not As I Do

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The purpose of our survey is to improve understanding of how financial planners/advisors make their own financial planning and investment decisions. One would expect professionals to lead by example. The survey focuses on the following areas of comprehensive financial planning: cash flow management, debt, retirement planning, investments and estate planning. Our main goal is to investigate if financial planners practice what their preach.  A secondary goal is to identify the characteristics associated with the advisers that best plan their own financial lives.

Author(s): Inga Chira, Krisine Beck, Hsin-Hui Chiu, Asamian Negin


Inga Chira

California State University-Northridge

Tuesday October 2, 2018 9:00am - 9:50am CDT
Michigan 1B

Attendees (1)