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AFS Annual Meeting 2017

Welcome to the 2017 AFS Annual Meeting, being held this year, in conjunction with FPA in Nashville!

8:00am CDT

Welcome from the AFS President N/A

1:00pm CDT

Board Meeting Mockingbird 1

5:00pm CDT

Registration Desk Open Mockingbird Prefunction

6:00pm CDT

Board Dinner Mockingbird 2

6:59am CDT

Registration Desk Open Mockingbird Prefunction

7:00am CDT

Continental Breakfast Cumberland 5-6

8:00am CDT

A1a Using a Comprehensive Final Project in Introductory Undergraduate Finance [CFP Pedagogy] Mockingbird 1 A1b Disassembling the Replacement Analysis in Capital Budgeting: A Teaching Note [CFP Pedagogy] Mockingbird 1 A2a Financial Capability: Literacy, Behavior, and Distress Mockingbird 2 A2b Budgeting and Financial Capability: A Perspective of Behavioral Hierarchy Mockingbird 2 A3a Financial Literacy and Borrowing Decisions Mockingbird 3 A3b Multidimensional Financial Stress: Scale Development and Relationship with Personality Traits Mockingbird 3

9:00am CDT

B1a College Women and Financial Literacy: Assessing the Gender Gap [CFP The Future of the Financial Planning Profession] Mockingbird 1 B1b Why Are There So Few Women in the Financial Services Industry? [CFP The Future of the Financial Planning Profession] Mockingbird 1 B2a Financial Planning for Health Care Expenditures in Retirement Mockingbird 2 B3a Testing the Associations Among Macroeconomic, Social Support, and Biopsychosocial Variables and Financial Risk Tolerance Mockingbird 3 B3b Risk Capacity - Misunderstood and Misapplied Mockingbird 3

10:00am CDT

Break Mockingbird Prefunction Wiley Focus Group (By Invitation Only ) - Exploring the Best Learning Structure for the Needs of Today's Financial Literacy Student Gibson Boardroom

10:30am CDT

C1a Advising Privately Business Owners Industry Specific Selling Factors [CFP Estate Planning] Mockingbird 1 C1b Racial/Ethnic Disparities in High Return Investment Ownership: A Heckman Selection Model [CFP Estate Planning] Mockingbird 1 C2a The Impact of Shared Decision-Making on Overconfidence: The Financial Planning Challenge and Opportunity Mockingbird 2 C2b Why Are Americans Uncomfortable Spending from their Retirement Portfolio? Evidence from a Survey on Retirement Risk Tolerance Mockingbird 2 C3a The Financial Life of a Veterinarian Mockingbird 3 C3b Charitable Behavior: Christian Beliefs that Explain Donor Intentions Mockingbird 3

11:30am CDT

D1a Investment Strategies and FOMC Rate Decisions [CFP Fixed Income] Mockingbird 1 D1b Bond ETFs and Price Volatility of Underlying Securities [CFP Fixed Income] Mockingbird 1 D2a Retirement Income Literacy: The Key To Unlocking Sustainable Retirement Planning for Americans? Mockingbird 2 D2b Measuring the Impact of Dynamic Tax-Loss Harvesting on Portfolio Returns Mockingbird 2 D3a The Effects of Risk Aversion on the Life Insurance Ownership of Single-Parent Households Mockingbird 3 D3b A Dynamic Model of Insurance Markets: Catastrophes, Cycles, and Capacity Constraints Mockingbird 3

12:30pm CDT

Keynote Presentations, Business Meeting, and Luncheon Cumberland 5-6

2:30pm CDT

E1a Do Investors' Subjective Risk Perceptions Influence Their Portfolio Choice? A Household Bargaining Perspective [CFP Asset Allocation] Mockingbird 1 E1b Is Time Segmentation a Superior Investing Strategy for Retirement? [CFP Asset Allocation] Mockingbird 1 E2a Variation of Mutual Fund Flow and Return Relationship Among Distribution Channels Mockingbird 2 E2b Teaching Financial Technology (FinTech) to Undergraduates Finance Majors Mockingbird 2 E3a CANCELLED The Behavioral Relationship Between Personality Type and Investor Risk Preferences Mockingbird 3 E3b The Value of a Gamma-Efficient Portfolio Mockingbird 3

3:30pm CDT

F1a Income Portfolios and Liability-Driven Investing [CFP Defined Contribution Plans] Mockingbird 1 F1b Information Presentation and 401(k) Plan Choices [CFP Defined Contribution Plans] Mockingbird 1 F2a CANCELLED KiwiSaver: The First Ten Years Mockingbird 2 F2b Who Fires Their Financial Planner? Mockingbird 2 F3a An Empirical Evaluation of Dynamic vs. Static Withdrawal Strategies: It’s a Dynamic Small World After All Mockingbird 3 F3b Exposure to Commodities - Should you buy the asset or the company? Mockingbird 3

4:29pm CDT

Poster Session and Reception hosted by Wiley Cumberland 1-2

4:30pm CDT

P01 Will Pro Bono as Continuing Education credits enhance CFP as a profession in extending social contracts? Cumberland 1-2 P02 Making Cents out of Early Investments in Human Capital: An Empirical Analysis Cumberland 1-2 P03 The Change in FX Liquidity: Funding Constraints and Global Risks as Roles of the Change Cumberland 1-2 P04 Behavioral and Non-Behavioral Factors Affecting Will and Trust Ownership Cumberland 1-2 P05 What Influenced the Decisions of the Households to Seek Financial Planning Services While Recovering from the Great Recession Cumberland 1-2 P06 Are Separately Managed Accounts Efficient Investments? A comparison study with ETFs Cumberland 1-2 P07 Household Risk Preferences and Homeownership Decisions Cumberland 1-2 P08 Trade-Off Theory and Household Capital Structure Cumberland 1-2 P09 Examining Personality Characteristics of the Financially Resilient Cumberland 1-2 P10 Survival Factors of Start-ups Cumberland 1-2 P11 The Influence of Social Capital in Financial Planning Businesses Cumberland 1-2 P12 Incarceration, Labor Markets, and Firm Performance Cumberland 1-2

6:00pm CDT

FPA® Knowledge Circle Summit and International/Cross-Border Reception Legends Ballroom D

6:59am CDT

Registration Desk Open MCC

7:00am CDT

Continental Breakfast MCC FPA® CFP® Ethics MCC202

8:00am CDT

FPA® First Time Attendee Orientation MCC205

9:00am CDT

FPA® Keynote: Growing Trust in Business Relationships MCC Ballroom B/C

10:15am CDT

Break MCC

10:45am CDT

G1a Relevance between Utility Theory and Measured Risk Tolerance: Empirical Utilization of G&L Scale MCC105B G1b Risk Profiling and the Development of Asset Allocation Recommendations MCC105B G2a Market Volatility and Financial Satisfaction: The Role of Financial Self-Efficacy Beliefs MCC106A G2b How do Social Security Rules Affect an Individual's Decision to Remarry? MCC106A G3a CANCELLED Spending Discomfort and the Contradictory Incentive to Save MCC106B G3b Why do Most Working Households Not List Saving for Retirement as an Important Goal? The Role of Financial Planner MCC106B G4a Performance of SRI Funds and Household Savings Behavior: Is there an Association? MCC106C G4b Does Momentum Behave like Stock Market? MCC106C

11:45am CDT

Exhibit Hall Grand Opening and Lunch (for Everyone) MCC Exhibit Hall B

1:30pm CDT

H1a Analysis of the Survivor Benefit Plan: Considerations and Options for US Veterans MCC105B H1b Effect of Military Service on Gen X Retirement Income Expectations: Results from the 2013 Survey of Consumer Finances MCC105B H2a The Effect of Advanced Age and Equity Values on Risk Preferences MCC106A H2b The Psychology of Portfolio Withdrawal Rates MCC106A H3a Exploring the Association Between Inheritance and the Retirement Expectation MCC106B H3b Is There a Need for Emergency Funds? MCC106B H4a CANCELLED Capacity Constraints, Fund Flows and Hedge Fund Alpha: Emerging Market Evidence MCC106C H4b Financial Inclusion and Economic Development in OIC Member Countries MCC106C

2:30pm CDT

Break MCC

3:00pm CDT

I1a Business Ownership and Entity Selection: A Human Capital Approach MCC105B I1b Programmed Financial Literacy Testing - A System for Mitigating Cognitive Decline-Induced Financial Decision Quality Erosion? MCC105B I2a Charitable Bequest Attitudes among Minorities MCC106A I2b The Economic Impact of Pre-retirement Health Issues MCC106A I3a How Much Should Students Borrow for College? MCC106B I3b The Financial Obligations Burden of U.S. Renter and Owner Households after the Great Recession MCC106B I4a A Look at How Subjective Perceptions of Financial Wellness Compare to Objective Measures for Older Americans MCC106C I4b Inflation and Asset Performance: 1970-2016 MCC106C

4:00pm CDT

Break MCC

4:30pm CDT

J1a Factors Associated with Fragile Families’ Emergency Fund MCC105B J1b CANCELLED Equity Allocation Decisions During the Great Recession MCC105B J2a Changes in Household Normal Income MCC106A J2b Are Financial Advisors Subject to the Delay and Magnitude Effects Evident in the Intertemporal Choices of Novice Financial Decision Makers? MCC106A J3a Bequests Expectation and Estate Planning MCC106B J3b Financial Satisfaction and the Big Five: A State-Level Analysis MCC106B J4a A Comparison Study of Bucket Strategies – A Case Study MCC106C J4b Time Preference Measurement in the Survey of Consumer Finances MCC106C

5:30pm CDT

FPA® Opening Reception MCC Exhibit Hall B

6:00pm CDT

FPA® Round Tables MCC209A,B,C