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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 10:30am - 11:20am
C2a The Impact of Shared Decision-Making on Overconfidence: The Financial Planning Challenge and Opportunity

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Building on findings related to metaknowledge and the positive effects of feedback, the present study examines the impact of shared financial decision-making on overconfidence in three contexts. First, we examine the impact of sharing financial decision-making with someone else in your household, most often a spouse. Second, we examine the impact of sharing financial decision-making with a professional financial advisor, where sharing ranges from asking for advice to handing off the decision. Finally, we examine the impact of sharing decision-making within the household and with a professional financial advisor.

Author(s): Dee Warmath, Ph.D., Dominik Piehlmaier, Cliff A. Robb, Ph.D.


Dee Warmath

Assistant Professor, University of Wisconsin-Madison

Sunday October 1, 2017 10:30am - 11:20am
Mockingbird 2

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