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Conference

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
February 20-22, 2020

 

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 I

Dr. David K. Musto - Moderator
The Wharton School, University of Pennsylvania

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 Presentations

Using Behavioral Prompts to Improve Saving and Investing Decisions
Vickie Bajtelsmit, Colorado State University
Jennifer Coats, Colorado State University

Bigger is Better: Defined Contribution Menu Choices with Plan Defaults
Michael Finke, CFP®, The American College of Financial Services
David Blanchett, CFP®, Morningstar Investment Management

A New Measure of Investor Risk Aversion
John Grable, CFP®, College of Family and Consumer Sciences, University of Georgia
Aditi Routh, College of Family and Consumer Sciences, University of Georgia
Marth Fulk, College of Family and Consumer Sciences, University of Georgia

A Structural Model of Mental Accounting
Nick Pretnar, Carnegie Mellon University
Alan Montgomery, Carnegie Mellon University
Christopher Olivola, Carnegie Mellon University

3:30 p.m. – 3:45 p.m. Break
3:45 p.m. – 4:45 p.m.

Concurrent Sessions – Paper Presentations

Consumer Perceptions of Financial Advisory Titles and Implications for Title Regulation
Derek Tharp, CFP®, University of Southern Maine

Estimating Willingness-to-Pay for Financial Planning Services
Wookjae Heo, South Dakota State University

Jae Min Lee, Minnesota State University, Mankato
Narang Park, College of Family and Consumer Sciences, University of Georgia

Removing the Fine Print: Standardization, Disclosure, and Consumer Loan Outcomes
Sheisha Kulkarni, University of California – Berkley
Santiago Truffa, Tulane University
Gonzalo Iberti, SBIF

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 II

Dr. J. Anthony Cookson
Leeds School of Business, University of Colorado – Boulder

Best Paper Award

10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – 11:30 a.m.

Concurrent Sessions – Paper Presentations

Fintech Nudges: Overspending Messages and Personal Finance Management
Sung Lee, New York University

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
Miranda Reiter, CFP®, Kansas State University

Does Working with a Financial Advisor Reduce Financial Anxiety and Increase Investment Confidence
Matthew Sommer, CFP®, Kansas State University

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 III

Dr. Lauren Cohen
Harvard Business School

Best Paper Award

2:30 p.m. – 2:45 p.m. Break
2:45 p.m. – 3:45 p.m.

Concurrent Sessions – Paper Presentations

Advertising Exposure and Investor Attention: Estimates from Super Bowl Commercials
Gabriel Buchbinder, Princeton University
Ioannis Branikas, University of Oregon

Left Behind: Partisan Identity and Wealth Inequality
Da Ke, University of South Carolina

 

Financial Literacy and the Use of Financial Advice—A Non-monotonic Relationship
Ning Tang, San Diego State University
Xiangting Hu, Harbin Institute of Technology

Financial Aliteracy: Measurement and Connection to Financial Behaviors and Economic Pressure
Isha Chawla, Iowa State University

 

Factors Associated with Having Used a Robo-Advisor
Timothy Todd, Liberty University
Martin Seay, CFP®, Kansas State University

Rating a Robo-Rater
David Nanigian, CFP®, California State University, Fullerton

 
2:45 p.m. – 3:45 p.m.  

PRACTITIONER SESSION – IMPLICATIONS


Bigger is Better: Defined Contribution Menu Choices with Plan Defaults

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 IV

Dr. Werner DeBondt
DePaul University

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 V

Dr. Annamaria Lusardi
George Washington University School of Business

Best Paper Award

10:15 a.m. – 10:30 a.m.

Break

10:30 a.m. – 12:00 p.m.

Concurrent Sessions – Paper Presentations

The Effect of Mortality Salience on Asset Decumulation Decisions
Yi Liu, Texas Tech University

Financial help-seeking behavior and life satisfaction among the U.S. elderly: The Roles of Personality, Cognitive Ability, and Risk Tolerance
Lu Fan, CFP®, University of Missouri
Swarn Chatterjee | University of Georgia

Does subjective cognitive functioning help to describe the financial behavior of older adults?
Su Hyun Shin, University of Utah

Husbands Remain the More Financially Knowledgeable Spouse in Wealthy Households
Sherman Hanna, Ohio State University
Kyoung Tae Kim, University of Alabama
Suzanne Lindamood, Legislative Service Commission, State of Ohio (retired)

Millennials’ Adoption of PFM Technology and Subsequent Financial Behavior
Brian Walsh, CFP®, Kansas State University
HanNa Lim, CFP®, Kansas State University

10:30 a.m. – 12:00 p.m.

Practitioner Session – Implications

Using Behavioral Prompts to Improve Saving and Investing Decisions
Vickie Bajtelsmit, Colorado State University

Rating a Robo-Rater
David Nanigian CFP®, California State University, Fullerton

A Structural Model of Mental Accounting

John Grable CFP®, University of Georgia 
12:00 p.m. Colloquium Concludes