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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 Swans... McGavock C Joel 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 (Gregory... McGavock A Swarn Chatterjee • Joseph W. Goetz • Deborah Gregory • Bistra Nikiforova B6-TLS Retirement: A Retirement Risk Tolerance Tool (Williams) -- Dynamic Choice and Efficient Retirement Income Strategies (Blanchett) Brentwood David Blanchett, Ph.D. • 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? (Newman... McGavock B Raymond M. Johnson • Andrew Kumiega • Joseph A. Newman • Nandita Das, PhD, CFA, CFP®, EA, RICP® • 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 A Sonya 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) Atrium Sandy 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) Bellevue Axton Betz-Hamilton • Rita Green 10:00am CDT
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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 B John 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 A Harold Evensky C6- Savings, Student Loan Debt, & Gainful Employment (Rabbani, Babiarz) - A Quantitative Method for Adjusting Employee Salary (Jaiprakash) McGavock C Patryk 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... Brentwood Diane 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) Pennington James 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 A Reeta Wolfsohn, CMSW • Cliff A. Robb • 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) Atrium Dianne M. Juhl • Gregory Travis C3-The Money Behavior Assessment – A New Tool for Financial Therapists (Dodson)-Couples and Money: The Last Taboo (Childers) Bellevue Martha Childers • James Dodson, PsyD 12:00pm CDT
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D1- How Industry is Partnering with Academia to Meet the Talent Shortage Ameriprise, TD Ameritrade, New Planner Recruiting (David Bresler (Ameriprise), Liz Butler (TD Ameritrade) McGavock B D2- TLS-Asset Mgmt: What Does Real Skill Look Like in the Investment Management Industry? McGavock A D6- Household Saving After the Great Recession (Hanna, Lindamood)- Defaulting Your Future: The Impact of Auto Enrollment Rates and Financial Education on 401(k) Contribution Rates (Kirby, Arling, Saajasto) McGavock C Priscilla Arling • Sherman Hanna • Jill Kirby • Suzanne Lindamood • Kegan Saajasto D9- Financial Competence, Overconfidence, and Trusting Investments: Results from an Experiment (Asaad, McCannon, Wilson) - Does Cognitive Ability Impact Life Insurance Policy Lapsation? (Mulholland, Finke) McGavock D Colleen Tokar Asaad • Michael Finke, PhD, CFP® • Bryan C. McCannon • Barry Mulholland • Mark Wilson D4-TLS-Financial Literacy: The Importance of Financial Capability (Glovsky)- Early Signs of Decline in Financial Skills (Marson, Triebel) Donelson B Daniel Marson • Kristen Triebel 3:30pm CDT
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 529... McGavock D Chris Chen • Ekaterina E. Emm • Fan Liu • Nandita Das, PhD, CFA, CFP®, EA, RICP® E2-TLS-Asset Mgmt-Portfolio Insurance: Possible Solution for Loss-Averse Investors (Yao, Nanigian, Guillemette)- Changes in Risk Preference (Guillemette, Blanchett, Finke) McGavock A Michael Finke, PhD, CFP® • Michael Guillemette • David Nanigian • David Blanchett, Ph.D. • 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 (Coe... McGavock C Surya Chelikani • Erica Heron • James E. Larsen • Choonsik Lee • Thomas S Coe, PhD • 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 B Hunter 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) Brentwood Chris Browning • Tao Guo • Eakamon Oumtrakool • Yuanshan Cheng, PhD E6-TLS-Financial Literacy-Who is Against Financial Literacy? (Robb) Donelson B Cliff 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 Community... Bellevue C. Augusto Casas • Dale Domian • Webster Hewitt • Lance Palmer • 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 A Yasser Alhenawi • George Nabeshima • Martin 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) Pennington Vivek Bhargava • Sie Ting Lau • Jimmy Lockwood • Larry Lockwood • D.K. Malhotra 5:00pm CDT
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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 D Kam C Chan • Leon Chen • Roger Severns • Connie Shum • Samanta Thapa F2-TLS-Asset Mgmt: Variable Risk Preference Bias McGavock A Michael Finke, PhD, CFP® • Michael Guillemette • David Blanchett, Ph.D. 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 B Haksoon Kim • Bong-Soo Lee • Leon Li F4-Effective Use of Trading rooms/Finance labs and Integrating Stock Market Simulations into Coursework McGavock C Ken Norton F5-TLS-Financial Planning: Retirement Risk, Rising Equity Glidepaths, and Valuation-Based Asset Allocation Brentwood Michael 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 B Inga Chira • Edward J. Horwitz • Martin 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 Academics... Bellevue Deanne Butchey • Jerry Haar • Thomas P Langdon • 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 A Chris Browning • Michael Finke, PhD, CFP® • Tao Guo • Brian C Payne All FTA PLEASE ATTEND - 10 Considerations - Discussions that Matter Atrium Sarah Asebedo • Kristy Archuleta • Sandy Arons • Michele Boyer • Sonya Britt • Richard S Kahler, MSFP, ChFC, CFP® • Reeta Wolfsohn, CMSW • Edward Coambs • Ronald A. Sages Ph.D. AEP® CFP® CTFA • Joseph W. Goetz • Edward Kizer • Megan McCoy 9:00am CDT
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 Selecting... McGavock D John 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 A John Grable • Wookjae Heo • Webster Hewitt • Lance Palmer 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 B Robert Dubil • Matthias Horn • Andreas Höfer • Srinidhi Kanuri • Robert 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 C Bill Hu G5-TLS-Retirement: Tax Efficient Withdrawal Strategies (Brimhall)-Connecting Real Estate with Retirement Income (Pfeiffer) Brentwood Craig 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 B Sophia Anong • John Grable • Ji Young Jung G7-Pricing Inflation-Linked Securities... (Tahani, Li)-Replicating Monte Carlo Results.... (Brayman)-Revisiting the Fixed Investment–Economic... (Thai) Bellevue Shawn 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 A Vickie 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... Pennington Yasser Alhenawi • Sherman Hanna • Eunice O. Hong 10:00am CDT
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H3-Life Satisfaction during Retirement (Ho)-Joining KiwiSaver – A Gen Y perspective (Matthews, Ambler McGavock B Bryan 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 C Thomas Kaspereit • Kittipong Laosethakul • Kerstin Lopatta • Andreas Oehler • Thomas S Coe, PhD • 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 D Ekaterina 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 (Merrell... Bellevue Michael Finke, PhD, CFP® • John Grable • Wookjae Heo • Jeffrey C. Merrell • Brian C Payne • Yuanshan Cheng, PhD H7-TLS-Retirement-Lifecycle Asset Allocation Glide Paths “Through” or “To” Retirement? (Boscaljon, Nanigian)-A Practitioner View of Retirement Research Needs (Tomlinson) Brentwood Brian 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) Pennington Robert 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 A Richard S Kahler, MSFP, ChFC, CFP® • Benjamin Cummings • Michael Guillemette H1-Therapy 101: A Primer for Financial Planners (Henson) - Financial Coaching: An Authentic, Collaborative Approach (Boyer, Vogel) Atrium Michele 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 College... Donelson B Sandra J. Huston • Pamela Kennebrew 12:00pm CDT
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