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Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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Monday
, October 1
Morton's The Steakhouse - Michigan Room
4:00pm •
Board Meeting & Dinner
N/A
8:00am •
Welcome from the AFS President!
Outside Michigan Rooms
6:30pm •
Registration - Early Check In
Tuesday
, October 2
Crystal Ballroom C - West Tower, Lobby Level
12:30pm •
Keynote Presentation, Business Meeting, and Luncheon
Michigan 1A
8:00am •
A1b - Risk and Reward of Fractionally-Leveraged ETFs in a Stock/Bond Portfolio [CFP Investments]
8:00am •
A1a - Do Equal-Weighted Index Funds Outperform Market Cap-Weighted Index Funds? [CFP Investments]
9:00am •
B1a - Measuring Relative Risk Tolerance: A Cautionary Tale [CFP Risk Assessment]
9:00am •
B1b - Profile to Portfolio - Where is the Missing Link? [CFP Risk Assessment]
10:30am •
C1a - The Effect of Behavior Problems on Unsecured Debt Use [CFP Risk Preference - Nature or Nurture]
10:30am •
C1b - The Effect of Genetics on Risk Preferences and Household Financial Decisions [CFP Risk Preference - Nature or Nurture]
11:30am •
D1b - Why Do People Invest in Overpriced ETFs, Can Behavioral Nudges Help? Results from a Nationally Representative Experiment [CFP ETFs]
11:30am •
D1a - What Matters in ETF Selection? [CFP ETFs]
2:30pm •
E1a - Risky Retirement: The Impact of Retirement on Physical Health [CFP End-of-Life Issues]
2:30pm •
E1b - The Importance of Planning Horizon in End-of-Life Financial and Health Planning [CFP End-of-Life Issues]
3:30pm •
F1a - Charitable Estate Planning Among Donors to Different Types of Charities [CFP Estate Planning]
3:30pm •
F1b - Finding the Next Major Donor: The Relationship between Financial Planning Horizon and Charitable Giving [CFP Estate Planning]
Michigan 1B
8:00am •
A2a - How to Position a Retirement Investor’s Bond Portfolio in a Rising/Inverting Rate Environment (Work in progress)
8:00am •
A2b - Post-Earnings-Announcement Drift: The Role of Investment Surprises
9:00am •
B2a - Perceived versus Actual Investor Sophistication; A Behavioral Study
9:00am •
B2b - Do As I Tell You, Not As I Do
10:30am •
C2a - More than 12b-1 Fees: The Impact of Method of Sales on Return Salience Through Brokerage Channel
10:30am •
C2b - Relative Performance of Real Estate Exchange Traded Funds
11:30am •
D2b - Peer Effects, Personal Characteristics and Asset Allocation
11:30am •
D2a - Confidence, Overconfidence and Investor Decisions: Are You Your Own Worst Enemy?
2:30pm •
E2a - Testing a Pecking Order Model of Household Capital Structure
2:30pm •
E2b - Two-Factor Risk Preference and Credit Card Risk
3:30pm •
F2a - Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts
6:00pm •
AFS Program Directors Meeting
Michigan 1C
8:00am •
A3b - Diversity and Firm Performance
8:00am •
A3a - Access to Finance for SMEs: Which Firms are Discouraged?
9:00am •
B3a - Do the Product Markets Matter? The Case of Innovation
9:00am •
B3b - Trust and Financial Inclusion
10:30am •
C3b - What Are the Determinants of Purchasing Long-Term-Care Insurance by Older Americans?
10:30am •
C3a - Financial Literacy and Aging
11:30am •
D3b - CANCELLED - The Affordable Care Act (Obamacare): Did it Really Accomplish What it Intended?
11:30am •
D3a - Disability Type, Financial Capability, and Risky Asset Holding
2:30pm •
E3a - Can Behavioral Nudges Help Overcome Thinking Blind-Spots on Investment Goals?: Results from Two Studies
2:30pm •
E3b - Variance in Client’s EEG Responses When Using Different Communication Methods: Ways to Ask Questions to Obtain More Accurate Answers
3:30pm •
F3b - The Effect of Alimony on Savings Behavior
3:30pm •
F3a - The Role of Materialism in Perceiving Financial Stress
Michigan 2
4:29pm •
P100 Poster Session and Reception
4:30pm •
P109 - Time Will Tell: Determinants and Significance of Financial Planning Horizon Changes
4:30pm •
P107 - The Effects of Tax Incentives on Educational, Religious, and Political Charitable Giving
4:30pm •
P105 - Risk Tolerance Profile of Cash Value Life Insurance Owners
4:30pm •
P108 - The Impact of Mortality Salience on Asset Decumulation Decision
4:30pm •
P103 - The Association between Expectations of Public Transfers and Individual Consumption Decisions: Findings from a Panel Study
4:30pm •
P104 - Professional Judgement or Just Another Opinion?
4:30pm •
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.
4:30pm •
P102 - Do Sources of Financial Education Affect Financial Knowledge and Financial Confidence?
4:30pm •
P106 - Signaling Effect of Socially Conscious Mandate of Mutual Funds
Michigan Common Area
7:00am •
Breakfast
10:00am •
Break
Outside Michigan Rooms
6:59am •
Registration
Wednesday
, October 3
Columbus A-F
7:00am •
FPA® Ethics [CFP CE]
10:45am •
FPA® Behavioral Finance Panel [CFP CE]
2:00pm •
FPA® Tax Reform - The Final Edition [CFP CE]
3:30pm •
FPA® Tax-Efficient Withdrawal Strategies for High-Income Taxpayers [CFP CE]
4:45pm •
FPA® Marketing to the Middle
Columbus G-J
10:45am •
FPA® Electronic Trading and Blockchain: Yesterday, Today and Tomorrow [CFP CE]
2:00pm •
FPA® Plan for the 21st Century Retirement [CFP CE]
4:00pm •
FPA® Building an Audience: Top Strategies for Exponential Audience Growth
5:15pm •
FPA® The Future of Blockchain
Columbus K-L
10:45am •
FPA® Cross-Border Estate Planning [CFP CE]
12:00pm •
FPA® Quick Start Session - Leveraging Guaranteed Income through Commission-Free insurance [CFP CE]
12:45pm •
FPA® Quick Start Session: What are You Doing to Retain Top Talent?
2:00pm •
FPA® The Role of Annuities in Wealth Management [CFP CE]
3:15pm •
FPA® Quick Start Session - Successful Segmentation and Target Marketing
4:00pm •
FPA® Advanced Retirement Planning Techniques with Home Equity in Retirement [CFP CE]
5:15pm •
FPA® Winning the Fight for Female Talent: How Firms Can Gain an Edge
Comiskey
8:00am •
FPA® New Planner Breakfast
Grand Ballroom A-D
9:00am •
FPA® General Session: The Future is Behavioral [CFP CE]
Grand Ballroom E
10:45am •
FPA® The Retirement Holy Grail of Income & Growth [CFP CE]
2:00pm •
FPA® The Future of Financial Planning: It’s a Small World After All [CFP CE]
3:30pm •
FPA® How to Grant Your Clients an Awesome Life [CFP CE]
4:45pm •
FPA® Making the Most of Medicare: the Advisers' Guide [CFP CE]
Grand Ballroom F
8:00am •
FPA® First Time Attendee Orientation
10:45am •
FPA® Best Practices for Retirement Income [CFP CE]
2:00pm •
FPA® Behavioral Economics and the Age of Socially Responsible Investing [CFP CE]
3:30pm •
FPA® Creating a Culture of Talent Development to Leverage Firm Growth
4:45pm •
FPA® Your HNW Strategy: What They Want, Now What You Know
Michigan 1A
10:45am •
G1a - Age Differences in Risk Tolerance and Risk Domains
10:45am •
G1b - Financial Self-Assessment and Households’ Well-Being in an Emerging Market
2:00pm •
H1a - Perceptions of Career-Preparedness among Financial Planning and Finance Students
2:00pm •
H1b - Exploring the Effect of Financial Literacy on Financial Risk Tolerance: Evidence from the 2016 Survey of Consumer Finances
3:30pm •
I1b - Student Loans and Financial Satisfaction: The Moderating Role of Financial Education
4:45pm •
J1a - Association among Financial Risk Tolerance and the Personality Traits of Sensation-seeking, Locus of Control for Pre-retiree Baby Boomers
Michigan 1B
10:45am •
G2b - CANCELLED - The Willingness of Allocating Funds to Longevity Income: A Comparison by Age.
10:45am •
G2b - Practical Strategies to Enhance Retirement Success Rates in the United States (Base Model)
10:45am •
G2a - Cost Efficiencies in the Management of Commodity Mutual Funds
2:00pm •
H2a - An Examination of the Influence of Robo-Advisers, Online Financial Services, and Other Information Sources on Investment Styles
2:00pm •
H2b - Do Women Trust Financial Advisors?
3:30pm •
I2a - Understanding a Client’s Impulse to Help Others: How Self Efficacy Relates to Giving Money and Time Away
3:30pm •
I2b - Financial Knowledge and Financial Confidence as Mediators Between Gender and Positive Financial Behaviors
4:45pm •
J2a - Household Collective Decision-Making and Consumer Debt
4:45pm •
J2b - The Effect of Myopic Behavior on Stock Market Risk Perception
Michigan 1C
10:45am •
G3b - Gender Bias and the Selection of a Financial Advisor
10:45am •
G3a - Are ‘Adult’ Sources of Windfalls Destined to be Spent ‘Responsibly’? (And Are Other Windfalls Spent Hedonistically?)
2:00pm •
H3a - A Place for Mom: Correlation Between Mandatory Reporting and Older Americans’ Participation in Financial Markets
2:00pm •
H3b - Predicting REIT Factor Loadings and Structural Alphas from Capital Market Assumptions
3:30pm •
I3a - The Sustainable Growth Rate, DuPont Analysis, and the Cross-Section of Returns
3:30pm •
I3b - Vulnerable to What?: A Measurement Model for Predicting Vulnerability to Financial Hardship
4:45pm •
J3b - The Value Of Alumni Networks: Evidence From The Mutual Fund Industry In China
Michigan 2
10:45am •
G4b - Social Isolation in Retirement and the Role of Financial Advisors
10:45am •
G4a - The Determinants of Objective and Subjective Emergency Fund Adequacy
12:45pm •
Wiley Sponsored Special Session: Meet and Greet New Personal Finance Authors
2:00pm •
H4a - The Effect of Financial Literacy on Homeowners and Renters Having a Heavy Financial Obligations Burden
2:00pm •
H4b - The Relationship Between Well-Being and Financial Self-Efficacy for Older Adults
3:30pm •
I4a - Issues with the Transition Mechanism in the Actuarial Approach to Retirement Spending
Michigan 3
10:45am •
FPA® Academic Research Presentations (JFP/AFS), Part 1 [CFP CE]
2:00pm •
FPA® Academic Research Presentations (JFP/AFS), Part 2 [CFP CE]
4:45pm •
FPA® Academic Research Presentations (JFP/AFS), Part 3 [CFP CE]
N/A
5:45pm •
AFS Annual Meeting Adjourns
Outside Michigan Rooms
6:59am •
Registration
Plaza Ballroom
12:00pm •
FPA® Quick Start Session - Designing Workflow Efficiency for You and Your Firm
12:45pm •
FPA® Quick Start Session
3:15pm •
FPA® Quick Start Session
4:00pm •
FPA® Quick Start Session - Telling Your Story with Authenticity and Conviction
Riverside Exhibit Hall
11:30am •
FPA® Exhibit Hall & Lunch
1:15pm •
FPA® Mic v Mic: Risk Tolerance Assessment Discussion
3:00pm •
Coffee Break
5:45pm •
FPA® Opening Reception - MUST HAVE FPA NAMETAG
Roosevelt 1AB
10:45am •
FPA® International & Cross-Border Knowledge Circle
2:00pm •
FPA® Public Policy & Regulation Knowledge Circle
3:30pm •
FPA® Applied Behavioral Economics Knowledge Circle
4:45pm •
FPA® Business Success Knowledge Circle
Roosevelt 3AB
11:00am •
FPA® Financial Planning Challenge: Case Study Presentations
TBA
10:30am •
Coffee Break
1:45pm •
Break
4:30pm •
Break
Timezone
AFS Annual Meeting 2018
America/Chicago
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AFS Annual Meeting 2018
Oct 1
-
3, 2018
Monday
, October 1
Tuesday
, October 2
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, October 3
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Hyatt Regency Chicago, Chicago, IL, USA
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Monday
, October 1
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, October 2
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, October 3
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Morton's The Steakhouse - Michigan Room
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