2020 Academic Research Colloquium
This international meeting of researchers, practitioners, and graduate students, held in cooperation with the international Financial Planning Standards Board and FP Canada, showcased rigorous, relevant research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.
February 20 - 22, 2020 — Renaissance Arlington Capital View Hotel, Arlington, VA
Academic Research Colloquium for Financial Planning and Related Disciplines
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THURSDAY, FEBRUARY 20 | |
8:00 a.m. | Registration Opens |
9:00 a.m. – 12:00 p.m. |
Doctoral Seminar |
12:00 p.m. – 7:15 p.m. | Exhibits Open |
1:00 p.m. |
Opening General Session |
1:00 p.m. – 2:15 p.m. |
General Session – Keynote IDr. David K. Musto - Moderator Jason McCarley Oregon State University
Vanessa Perry George Washington University
Martin Seay, CFP® Kansas State University |
2:15 p.m. – 2:30 p.m. | Break |
2:30 p.m. – 3:30 p.m. |
Concurrent Sessions – Paper PresentationsUsing Behavioral Prompts to Improve Saving and Investing Decisions Bigger is Better: Defined Contribution Menu Choices with Plan Defaults A New Measure of Investor Risk Aversion A Structural Model of Mental Accounting |
3:30 p.m. – 3:45 p.m. | Break |
3:45 p.m. – 4:45 p.m. |
Concurrent Sessions – Paper PresentationsConsumer Perceptions of Financial Advisory Titles and Implications for Title Regulation Estimating Willingness-to-Pay for Financial Planning Services Jae Min Lee, Minnesota State University, Mankato Removing the Fine Print: Standardization, Disclosure, and Consumer Loan Outcomes The Relationship Between the Ownership of Insurance Products and Retirement Satisfaction Hossein Salehi, CFP®, California Lutheran University Charlene Kalenkoski, CFP®, Texas Tech University |
4:45 p.m. – 5:00 p.m. | Break |
5:00 p.m. – 6:00 p.m. | General Session |
6:15 p.m. – 7:15 p.m. | Evening Reception and Poster Session – List of Accepted Posters |
FRIDAY, FEBRUARY 21 | |
7:30 a.m. | Breakfast |
8:00 a.m. – 5:00 p.m. | Exhibits Open |
9:00 a.m. – 10:15 a.m. |
General Session – Keynote IIDr. J. Anthony Cookson Best Paper Award |
10:15 a.m. – 10:30 a.m. | Break |
10:30 a.m. – 11:30 a.m. |
Concurrent Sessions – Paper PresentationsFintech Nudges: Overspending Messages and Personal Finance Management Generous to a Fault: The Effect of Generosity of Employers Retirement Plan Contributions on Leakage from Cashing Out at Job Separation Muxin Zhai, Texas State University Yanwen Wang, University of British Columbia John Lynch, University of Colorado Boulder Racial Demographic Factors Associated with Financial Planner Use Does Working with a Financial Advisor Reduce Financial Anxiety and Increase Investment Confidence HanNa Lim, CFP®, Kansas State University Maurice MacDonald, Kansas State University |
11:30 a.m. – 12:15 p.m. | Poster Session – List of Accepted Posters |
12:15 p.m. – 1:00 p.m. | Lunch and Visit Exhibitors |
1:00 p.m. – 2:30 p.m. |
General Session – Keynote IIIDr. Lauren Cohen Best Paper Award |
2:30 p.m. – 2:45 p.m. | Break |
2:45 p.m. – 3:45 p.m. |
Concurrent Sessions – Paper PresentationsAdvertising Exposure and Investor Attention: Estimates from Super Bowl Commercials Left Behind: Partisan Identity and Wealth Inequality
Financial Literacy and the Use of Financial Advice—A Non-monotonic Relationship Financial Aliteracy: Measurement and Connection to Financial Behaviors and Economic Pressure
Factors Associated with Having Used a Robo-Advisor Rating a Robo-Rater |
2:45 p.m. – 3:45 p.m. |
PRACTITIONER SESSION – IMPLICATIONS
Michael Finke, CFP®, The American College of Financial Services
Does Working with a Financial Advisor Reduce Financial Anxiety and Increase Investment Confidence Matthew Sommer, CFP®, Kansas State University
Consumer Perceptions of Financial Advisory Titles and Implications for Title Regulation Derek Tharp, CFP®, University of Southern Maine |
3:45 p.m. – 4:00 p.m. | Break |
4:00 p.m. – 5:15 p.m. |
General Session – Keynote IVDr. Werner DeBondt Best Paper Award |
SATURDAY, FEBRUARY 22 | |
8:00 a.m. – 9:00 a.m. | Breakfast |
8:00 a.m. – 11:15 a.m. | Exhibits Open |
9:00 a.m. – 10:15 a.m. |
General Session – Keynote VDr. Annamaria Lusardi Best Paper Award |
10:15 a.m. – 10:30 a.m. |
Break |
10:30 a.m. – 12:00 p.m. |
Concurrent Sessions – Paper PresentationsThe Effect of Mortality Salience on Asset Decumulation Decisions Financial help-seeking behavior and life satisfaction among the U.S. elderly: The Roles of Personality, Cognitive Ability, and Risk Tolerance Does subjective cognitive functioning help to describe the financial behavior of older adults? Husbands Remain the More Financially Knowledgeable Spouse in Wealthy Households Millennials’ Adoption of PFM Technology and Subsequent Financial Behavior |
10:30 a.m. – 12:00 p.m. |
Practitioner Session – ImplicationsUsing Behavioral Prompts to Improve Saving and Investing Decisions Rating a Robo-Rater A Structural Model of Mental Accounting John Grable CFP®, University of Georgia |
12:00 p.m. | Colloquium Concludes |