2017 Academic Research Colloquium for Financial Planning and Related Disciplines

Sponsored By

Merrill Lynch

Accepted Posters

Can a Brief Solution Focused Financial Therapy Goal Setting Session Change Participant Attitudes toward Financial Planning? A Quasi-Experimental Clinical Outcome Study
Dr. Kristy Archuleta
Kansas State University

Ms. Christina E. Glenn, CFP®
Kansas State University

Mr. Dennis Witherspoon
Kansas State University

Mr. Benjamin Strother
Kansas State University

Ms. Julia Mull, CFP®
Kansas State University

Examining the Role of Financial Therapy in Couples’ Financial Planning Help-Seeking and Relationship Dynamics
Ms. Megan Ford
University of Georgia

Ms. Alycia N. DeGraff
University of Georgia

Dr. John E. Grable, CFP®
University of Georgia

Mr. D. Bruce Ross
University of Georgia

Mr. Michael Thomas
University of Georgia

Financial Confidence, Credit Card Use and Financial satisfaction
Dr. Stephen Atlas
University of Rhode Island

Ms. Jialing Lu
University of Rhode Island

Dr. Nilton Porto
University of Rhode Island

Financial Self-Efficacy Beliefs and the Saving Behavior of Older Pre-Retirees
Dr. Sarah Asebedo, CFP®
Texas Tech University

Dr. Patrick Payne
Western Carolina University

Hailing Vessels and Dropping Anchors:  Plotting the Anchor-and-adjustment Heuristic Against Peer Effects
Dr. Pieter Verhallen
Maastricht University

Dr. Elisabeth Brüggen
Maastricht University

Dr. Thomas Post
Maastricht University

Dr. Gaby Odekerken-Schröder
Maastricht University

Household Use of Financial Planners: Measurement Considerations for Researchers
Dr. Stuart Heckman, CFP®
Kansas State University

Dr. Martin C. Seay, CFP®
Kansas State University

Dr. Kyoung Tae Kim
University of Alabama

Dr. Jodi C. Letkiewicz
York University

Market Volatility and Financial Satisfaction: The Role of Financial Self-Efficacy Beliefs
Dr. Patrick Payne
Western Carolina University

Dr. Sarah Asebedo, CFP®
Texas Tech University

Propensity to Plan, Financial Capability, and Financial Satisfaction
Dr. Jing Jian Xiao
University of Rhode Island

Dr. Barbara O’Neill, CFP®
Rutgers University

The Decrease in Life Insurance Ownership: Implications for financial planning
Dr. Kyoung Tae Kim
University of Alabama

Dr. Travis Mountain
Virginia Tech University

Dr. Sherman Hanna
The Ohio State University

Measurement of Affect in Financial Risk Tolerance and Association with Portfolio Risk
Dr. Abed Rabbani
University of Missouri

Dr. John E. Grable, CFP®
University of Georgia

Valuating a Financial Planning Practice: The Search for Useful, Industry-Wide Benchmark
Ms. Chia-Li Chien, CFP®
Ball State University

Sustainable Spending Rates for Family Offices, Endowments, and Early Retirees
Dr. Wade Pfau
The American College

The Impact of Cognitive Ability and Financial Planners on Roth IRA Adoption and Ownership
Dr. Benjamin Cummings, CFP®
The American College

Dr. Michael S. Finke, CFP®
The American College

Dr. Russell N. James, CFP®
Texas Tech University

Failure to Avert an Inappropriate Family Fiduciary
Mr. Robert Tiller, CFP®
University of South Florida

Medicaid Millionaires: The Ethics of Evasion
Mr. Robert Tiller, CFP®
University of South Florida

Rock n’ Roll to Rocking Chairs: Cognitively Impaired Baby Boomers’ Impact and Liability for the Financial Industry
Mr. Robert Tiller, CFP®
University of South Florida

The Gross Profitability Premium in Real World
Mr. Xianwu (Sean) Zhang
Texas Tech University

Charitable Activity and Personal Well-Being
Dr. Ann Woodyard, CFP®
University of Georgia

Dr. John E. Grable, CFP®
University of Georgia

Estate Planning and the Possibility of an Alzheimer’s Disease Diagnosis
Dr. Shinae Choi
University of Alabama

Financial Wealth, Perceived Health, and Bequest Motive: Does Personality Type Matter?
Dr. Swarn Chatterjee
University of Georgia

Ms. Lu Fan
University of Georgia

Are Separately Managed Accounts Efficient? A Comparison Study with Other Investment Alternatives
Mr. Xianwu (Sean) Zhang
Texas Tech University

Mr. Harold Evensky, CFP®
Texas Tech University

Dr. Yuanshan Cheng
Winthrop University

Dr. Tao Guo
William Paterson University

Risky Asset Holdings in Household Portfolios While Recovering from the Great Recession and the Role of Financial Planning: Evidence from a National Study
Dr. Swarn Chatterjee
University of Georgia

Dr. Lance Palmer, CFP®
University of Georgia

Mr. Aman Sunder
University of Georgia

Dr. Joseph Goetz
University of Georgia

Ms. Lini Zhang
University of Georgia

A Qualitative Exploration of Female Perceptions of Pre-service Experiences that Promote Pursuit of a Career in Financial Planning
Dr. Kristy Archuleta
Kansas State University

Dr. Cliff Robb
University of Wisconsin – Madison

Dr. Charles Chaffin
CFP Board

Changes in Household Financial Assets During and After the Great Recession: Did Financial Planners Make a Difference?
Dr. Swarn Chatterjee
University of Georgia

Dr. Joseph Goetz
University of Georgia

Dr. Lance Palmer, CFP®
University of Georgia

Mr. Aman Sunder
University of Georgia

Ms. Lini Zhang
University of Goegria

Financial Fitness of Korean Households: Including a Comparison with US Households
Dr. So-Hyun Joo
Ewha Womans University

Dr. Kyung-Wook Cha
Sungshin Women’s University

Dr. Minjeung Kim
Chungbuk National University

Dr. So-Yun Kim
Seoul National University

Improving Financial Literacy of College Students Enrolled in a Basic Financial Management Course
Dr. Gregg Dimkoff, CFP®
Grand Valley State University

Dr. Eric Hoogstra, CFP®
Grand Valley State University

Dr. Angela Zondervan
Grand Valley State University

The Dynamics of Household Financial Assets Changes During and After the Great Recession: The Role of Financial Planners
Dr. Swarn Chatterjee
University of Georgia

Dr. Joseph Goetz
University of Georgia

Ms. Lini Zhang
University of Georgia

Lance Palmer, CFP®
University of Georgia

Mr. Aman Sunder
University of Georgia

Why Class Warfare Hits Middle Class the Hardest
Mr. Robert Persichitte, CFP®

Debt and Retirement Planning
Dr. Kathleen Sindell
University of Maryland University College

Does the SCF “Lucky in Financial Affairs” Question Measure Subjective Financial Wellness?
Mr. Frank Magwegwe
Kansas State University

Dr. Stuart Heckman, CFP®
Kansas State University

Mr. Derek Lawson
Kansas State University 

Is Increase in Medical Expenses Offset by Reduction in Other Expenditures?
Ms. Yildirim Cagla
Texas Tech University

Ms. Muna Alabed
Texas Tech University

The Effect of Financial Advice and Financial Knowledge on Financial Management Behavior
Ms. Narang Park
University of Georgia

Dr. Wookjae Heo
South Dakota State University

Dr. John E. Grable, CFP®
University of Georgia

Assessing the Role of Spirituality in Financial Life Planning
Dr. Stephen Brody, CFP®
Creighton University

The Grass is Always Greener: Perceptions of Students and Alumni Regarding Costs, Delivery, and Instruction of Financial Planning Education
Dr. Craig Lemoine, CFP®
The American College

Mr. Jim Petersen, CFP®
The American College

Dr. Benjamin Cummings, CFP®
The American College

Alternative Minimum Tax: Planning Issues and Strategies for Married Couples With Similar Incomes
Dr. Miranda Lam
Salem State University

Dr. Douglas Chene
Salem State University

Does Financial Education Impact the Perceived Financial Confidence of College Students?
Ms. Kimberly Watkins
University of Georgia

Ms. Michelle Kruger
University of Georgia

Ms. Amy Hubble, CFP®
University of Georgia

Dr. Matt J. Goren
University of Georgia

Dr. John E. Grable, CFP®
University of Georgia

Clarifying the Meaning of Non-Integer “N” Values in Annuity Calculations
Dr. John S. Walker
Kutztown University

Dr. Jonathan K. Kramer, CFP®
Kutztown University