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Welcome to the FTA / AFS Joint Conference Agenda App. Here you will find all of the sessions taking place during these two concurrently meeting conferences. The color legend is pretty simple, and you may attend any session listed by either group.  A few FTA sessions have been listed as part of the the AFS TLS program, so please search for those in the search box. Please enjoy a wonderful conference. Oh, and don’t forget to load your photo and complete your personal profile!
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Wednesday, October 15
 

5:00pm

6:00pm

 
Thursday, October 16
 

7:00am

7:45am

9:00am

B4-TLS-Behavioral: What Determines Households' Retirement Savings After the Great Recession (Cheung) - Funding Retirement Income Requirements with a Duration Matching Strategy (Barber) - Migrating with Black Sw… McGavock CJoel Barber • Cheuk Hee Cheung B5-TLS-Asset Mgmt: Financial Planning Principles & the Quality of Investment Advice (Chatterjee, Goetz)-- Individual Investors' Response to Financial News Delivery: Impact on Activity in Retirement Accounts (Gr… McGavock ASwarn Chatterjee • Joseph W. Goetz, PhD • Deborah Gregory • Bistra Nikiforova B6-TLS Retirement: A Retirement Risk Tolerance Tool (Williams) -- Dynamic Choice and Efficient Retirement Income Strategies (Blanchett) BrentwoodDavid Blanchett, PhD, CFA, CFP® • John Duncan Williams B7- Hedging Risk in Power Industry (Das) - Reliability Analysis for Financial Compliance (Kumiega, Sterijevski, Vliet) - Total Return and Risk: Does Higher Total Return Always Require Accepting Higher Risk? (Ne… McGavock BNandita Das • Raymond M. Johnson • Andrew Kumiega • Joseph A. Newman • Greg Sterijevski • Ben Van Vliet B1-TLS-Behavioral: Financial Anxiety, Physiological Arousal, and the Intention to Engage in Financial Planning (Grable, Heo, Rabbani) -- Money Management and Associations with Marital Happiness (Britt, Huston) Donelson ASonya Britt • John Grable • Wookjae Heo • Sandra J. Huston • Abed Rabbani B2-How Therapists and Financial Counselors can Collaborate to Create Optimal Financial Settlements for Divorcing Clients (Arons) - How to Help a Client Reboot their Life (Fernatt) AtriumSandy Arons • Fred Fernatt B3-Assessment of Financial Wellness in a Qualitative Study of Bankruptcy Filers (Green) - It's Complicated: Financial Crimes Perpetrated by Family Members and the Role of Financial Therapy (Betz) BellevueAxton Betz-Hamilton • Rita Green

10:00am

10:30am

C4-The Grable & Lytton Risk-Tolerance Scale: A 15-Year Retrospective (Kuzniak, Rabbani, Heo, Ruiz-Menjivar, Grable) - Analyzing the Wealth Creation Process in Net Present Value Analysis (Jory) McGavock BJohn Grable • Wookjae Heo • Surendranath R. Jory • Stephen Kuzniak • Abed Rabbani • Jorge Ruiz-Menjivar C5-TLS-Asset Mgmt: Managing Client Expectations: Lessons from Behavioral Finance (Evensky) McGavock AHarold Evensky C6- Savings, Student Loan Debt, & Gainful Employment (Rabbani, Babiarz) - A Quantitative Method for Adjusting Employee Salary (Jaiprakash) McGavock CPatryk Babiarz • Puneet Jaiprakash • Abed Rabbani C7-TLS Panel Discussion: Resources for Campus & Community Financial Outreach Programs McGavock D C8-TLS-Retirement: The Impact of Age Differences and Race on the Social Security Early Retirement Decision for Married Couples.... (Fortin, Docking, Michelson) - The Optimal Time for Claiming Social Security Be… BrentwoodDiane Docking • Rich Fortin • Joseph Friedman • Stuart Michelson C9-Withdrawals, Plan Loans & Financial Sophistication (Martin, Gibson, Scott) - Impact of Traditional Education and Financial Sophistication...Information (Lertchaipitak)- Sluggish Refinancing....(Verzani) PenningtonJames E. Larsen • Philip Gibson • Areerat Lertchaipitak • Terrance K. Martin • Janine K. Scott • Lawrence Verzani C1-TLS-Behavioral: Financial Therapy: What It Is; What It Does and Why It Matters (Wolfsohn) - The Components of Financial Satisfaction (Woodyard, Robb) Donelson ACliff A. Robb • Reeta Wolfsohn, CMSW • Ann Woodyard C2-When Over-spending Becomes Compulsive: Integrating 12-Step Recovery with Financial Therapy (Travis) --People Want Progress Not Change: Showing the Way (Juhl) AtriumDianne M. Juhl • Gregory Travis C3-The Money Behavior Assessment – A New Tool for Financial Therapists (Dodson)-Couples and Money: The Last Taboo (Childers) BellevueMartha Childers • James Dodson, PsyD

12:00pm

2:00pm

2:30pm

3:30pm

E1-Intra-Industry Diversification and Firm Efficiency: A Study of the U.S. Insurance Industry (Emm)-Accident Forgiveness in the Automobile Insurance Contract (Liu)-Framework for Selecting Investments within a 5… McGavock DChris Chen • Nandita Das • Ekaterina E. Emm • Fan Liu E2-TLS-Asset Mgmt-Portfolio Insurance: Possible Solution for Loss-Averse Investors (Yao, Nanigian, Guillemette)- Changes in Risk Preference (Guillemette, Blanchett, Finke) McGavock ADavid Blanchett, PhD, CFA, CFP® • Michael Finke, PhD, CFP® • Michael Guillemette • David Nanigian • Rui Yao E3-Impact of Education of Real Estate Professionals on Marketing Outcomes of...(Waller, Turnbull)-Triskaidekaphobia and NA Residential Real Estate Prices (Larsen)-REIT Performance in Tracking Property Values (C… McGavock CSurya Chelikani • Thomas S Coe, PhD • Erica Heron • James E. Larsen • Choonsik Lee • Geoffrey K. Turnbull • Bennie D. Waller E4-Implied Volatility Factors (Krause, Lien)-Exotic Structured Products: The Case of Papillion Certificates (Hernandez, Shao, Liu)-Sophisticated Products for the Unsophisticated Investor: The Case of High-Yield… McGavock BHunter Hayes • Rodrigo Hernandez • Timothy Krause • Donald Lien • Pu Liu • Yingying Shao • Steven Swidler E5-TLS-Retirement-The Retirement Consumption Gap: Evidence from the HRS (Browning, Guo, Cheng)-Endorsement effect: The Empirical Evidence from Required Minimum Distribution (Oumtrakool) BrentwoodChris Browning • Yuanshan Cheng, PhD • Tao Guo • Eakamon Oumtrakool E6-TLS-Financial Literacy-Who is Against Financial Literacy? (Robb) Donelson BCliff A. Robb E7-Self-Efficacy, Financial Stress, and the Decision to Seek... (Domian, Letkiewicz, Robinson, Uborceva)-Impact of Financial Planner’s Participation in US Tax Court Decisions (Casas)-Predicting Whether a Comm… BellevueC. Augusto Casas • Dale Domian • Webster Hewitt • Lance Palmer, PhD, CFP • Chris Robinson • Natallia Uborceva E8-TLS-Behavioral-Identifying the Association between Personality Type and Stock Ownership (Nabeshima, Seay)-Personality Traits and Financial Decision Making (Alhenawi, Yazdanparast) Donelson AYasser Alhenawi • George Nabeshima • Martin C. Seay • Atefeh Yazdanparast E9-Lost in Translation: Which Stocks Bear the Burden to Adjust to Exchange Rates? (Lockwood, Lockwood, Lau)-Foreign Institutional Investment and the Indian Stock Market (Bhargava, Malhotra) PenningtonVivek Bhargava • Sie Ting Lau • Jimmy Lockwood • Larry Lockwood • D.K. Malhotra

5:00pm

 
Friday, October 17
 

7:00am

8:00am

F1-CFP Certification: Perceptions of Finance Faculty (Chan, Shum, Thapa)-A Study of Student Interest and Perception of the Financial Planning Profession over the 2009-2014 Academic Years (Chen, Severns) McGavock DKam C Chan • Leon Chen • Roger Severns • Connie Shum • Samanta Thapa F2-TLS-Asset Mgmt: Variable Risk Preference Bias McGavock ADavid Blanchett, PhD, CFA, CFP® • Michael Finke, PhD, CFP® • Michael Guillemette F3-Offer Price Revision, Information Revelation and Underpricing: Unit IPO vs. Common Stock IPO (Kim)-The Idiosyncratic Risk-Return Relation: A Quantile Regression Approach Based on the Prospect Theory (Li, Lee… McGavock BHaksoon Kim • Bong-Soo Lee • Leon Li F4-Effective Use of Trading rooms/Finance labs and Integrating Stock Market Simulations into Coursework McGavock CKen Norton F5-TLS-Financial Planning: Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation BrentwoodMichael Kitces • Wade Pfau F6-TLS-Financial Literacy: Financial Literacy and Retirement Preparedness Best Practice Behaviors (Horwitz, Seay)-What Drives Savings and Investments Decisions: Who We Are, What We Know or What We Want? (Chira) Donelson BInga Chira • Edward J. Horwitz • Martin C. Seay F7-Executive Compensation and Firm Performance: Evidence from the Insurance Industry in the United States (Butchey, Pactwa, Haar, Padungsaksawasdi, Talukdar)-Defamation: Risk Exposure and Risk Management for A… BellevueDeanne Butchey • Jerry Haar • Thomas P. Langdon, JD, LLM, CFA, CFP®, AEP, CAP, CLU • Therese Pactwa • Chaiyuth Padungsaksawasdi • Barbara Poole • Bakhtear Talukdar F8-TLS-Behavioral-Framing, Risky Choice, and Cognitive Ability (Browning, Payne)- Commitment and the Rational Sinner (Guo, Finke) Donelson AChris Browning • Michael Finke, PhD, CFP® • Tao Guo • Brian C Payne All FTA PLEASE ATTEND - 10 Considerations - Discussions that Matter AtriumSarah Asebedo • Sandy Arons • Michele Boyer • Sonya Britt • Edward Coambs • Ronald A. Sages Ph.D. AEP® CFP® CTFA • Joseph W. Goetz, PhD • Richard S Kahler, MSFP, ChFC, CFP® • Edward Kizer • Megan McCoy • Kansas State Personal Financial Planning Program • Reeta Wolfsohn, CMSW

9:00am

G1-A Pragmatist’s Guide to Long-run Equity Returns, Market Valuation, and the CAPE (Golob)-Dividends and Share Repurchases: Effects on Common Stock Returns (Gullett, Redman)-Investment Strategies When Select… McGavock DJohn Golob • Nell Gullett • Arnold L. Redman • Todd Shank • Benjamin Shockey G2-TLS-Asset Mgmt-State Income Tax Credits as an Investment Planning Opportunity for High Net Worth Individuals (Hewitt, Palmer)- Taxonomies of Equity Ownership (Heo, Grable) McGavock AJohn Grable • Wookjae Heo • Webster Hewitt • Lance Palmer, PhD, CFP G3-Commodity Mutual Funds: Do They Add Value? (Kanuri, McLeod)-Do Mutual Fund Ratings Provide Valuable Information for Retail Investors? (Wendt, Oehler, Hofer, Horn)-How Dumb Is Smart Beta? The Explosive Growth… McGavock BRobert Dubil • Andreas Höfer • Matthias Horn • Srinidhi Kanuri • Robert W. McLeod • Andreas Oehler • Stefan Wendt G4-Student Perceptions of Stock Market Simulation (javine) -Technical Analysis: A Way to Teach Basic Excel VBA Programming Skills (HuJ McGavock CBill Hu G5-TLS-Retirement: Tax Efficient Withdrawal Strategies (Brimhall)-Connecting Real Estate with Retirement Income (Pfeiffer) BrentwoodCraig Brimhall G6-TLS-Financial Literacy: Global Financial Literacy Scorecard (Kastrapeli) - Attitudes, Social Norms, Behavioral Control, and Debt Management: The Role of Financial Literacy as a Mediating Factor (Jung, Anong,… Donelson BSophia Anong • John Grable • Ji Young Jung G7-Pricing Inflation-Linked Securities... (Tahani, Li)-Replicating Monte Carlo Results.... (Brayman)-Revisiting the Fixed Investment–Economic... (Thai) BellevueShawn Brayman • Xiaofei Li • Nabil Tahani • Trang Thai G8-TLS-Behavioral-Ambiguity and Risk Management Choices: An Experimental Study (Bajtelsmit, Coats, Thistle)-Addressing Life and Death in Estate Planning (Maxfield, Pyszczynski) Donelson AVickie Bajtelsmit • Jennifer Coats • Molly Maxfield • Tom Pyszczynski • Paul Thistle G9-Financial Crisis & Household Finance (Alhenawi)-Great Recession & the Shortening of the Financial Planning Horizon AND Who Could Have Expected Substantial Income Decreases During the Great Recession? (Hong, … PenningtonYasser Alhenawi • Sherman Hanna • Eunice O. Hong

10:00am

10:30am

H3-Life Satisfaction during Retirement (Ho)-Joining KiwiSaver – A Gen Y perspective (Matthews, Ambler McGavock BBryan Ambler • Nhat Ho • Claire Matthews H4-TLS-Asset Mgmt-Research Community Discussion Forum: Asset Management McGavock A H5-Are Initiators’ Forecasts of German Closed-end Funds Biased? (Wendt, Kaspereit, Lopatta, Oehler)-Can Individual Investors use Technical Trading Rules to Beat the Global Markets? (Coe, Laosethakul) McGavock CThomas S Coe, PhD • Thomas Kaspereit • Kittipong Laosethakul • Kerstin Lopatta • Andreas Oehler • Stefan Wendt H6-The January Barometer and the Individual Investor (Pettengill, Hur)-The Changing Risk-Return Characteristics of Value and Growth Investing (Emm, Trevino) McGavock DEkaterina E. Emm • Jason Hur • Glenn Pettengill • Ruben C. Trevino H10--Life Insurance and Psychological Well-being in Retirement (Cheng, Finke)- Life Insurance & Wealth Change... SES Groups? (Heo, Grable) - Alternate Options to the Survivor Benefit Plan...U.S. Veterans (Merre… BellevueYuanshan Cheng, PhD • Michael Finke, PhD, CFP® • John Grable • Wookjae Heo • Jeffrey C. Merrell • Brian C Payne H7-TLS-Retirement-Lifecycle Asset Allocation Glide Paths “Through” or “To” Retirement? (Boscaljon, Nanigian)-A Practitioner View of Retirement Research Needs (Tomlinson) BrentwoodBrian Boscaljon • David Nanigian • Joe Tomlinson H8-Market Depth and Price Discovery - and - Market Dominance and Price Discovery during the 2008 Financial Crisis (Lockwood, Lockwood, Lau) - The Virtue of Vultures (Kolb) PenningtonRobert Kolb • Sie Ting Lau • Jimmy Lockwood • Larry Lockwood H9- TLS-Behavioral - Lessons From Neuroscience on Financial Decision Making (Cummings, Guillemette) - A Look Into The Future: The Evolution of Financial Planning (Kahler) Donelson ABenjamin Cummings • Michael Guillemette • Richard S Kahler, MSFP, ChFC, CFP® H1-Therapy 101: A Primer for Financial Planners (Henson) - Financial Coaching: An Authentic, Collaborative Approach (Boyer, Vogel) AtriumMichele Boyer • Shellee Henson • Kim Vogel H2-TLS-FinancialLiteracy: Letting Go: A Culturally Relevant Financial Education Program for African American Women Over Fifty (Kennebrew)-Using A Financial Therapy Approach to Motivate Financial Literacy among … Donelson BSandra J. Huston • Pamela Kennebrew

12:00pm

2:00pm

2:30pm

3:00pm

3:30pm

5:30pm