Academic Research Colloquium for Financial Planning and Related Disciplines
February 20-22, 2020


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

1:15 p.m. – 2:15 p.m.

General Session – Keynote I


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

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

Bigger is Better: Defined Contribution Menu Choices with Plan Defaults
Michael Finke, The American College

A New Measure of Investor Risk Aversion
John Grable, University of Georgia

A Structural Model of Mental Accounting
Nick Pretnar, 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, University of Southern Maine

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

Removing the Fine Print: Standardization, Disclosure, and Consumer Loan Outcomes
Sheisha Kulkarni, University of California – Berkley

Development and Validation of a Scale to Measure Consumer Banking Competence
Ivo Gyurovski, Hampden-Sydney College

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
7:30 a.m. Breakfast
8:00 a.m. – 5:00 p.m. Exhibits Open
9:00 a.m. – 10:00 a.m.

General Session – Keynote II


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


Best Paper Award

10:00 a.m. – 10:15 a.m. Break
10:15 a.m. – 11:15 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

Racial Demographic Factors Associated with Financial Planner Use
Miranda Reiter, Kansas State University

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

11:15 a.m. – 12:15 p.m. Poster Session – List of Accepted Posters
12:15 p.m. – 1:30 p.m. Lunch and Visit Exhibitors
1:30 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

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

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

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

2:45 p.m. – 3:45 p.m.

Practitioner Session – Implications

3:45 p.m. – 4:00 p.m. Break
4:00 p.m. – 5:00 p.m.

General Session – Keynote IV


Dr. Werner DeBondt
DePaul University


Best Paper Award

7:00 a.m. – 8:00 a.m. Breakfast
8:00 a.m. – 11:15 a.m. Exhibits Open
8:00 a.m. – 9:00 a.m.

General Session – Keynote V


Dr. Annamaria Lusardi
George Washington University School of Business


Best Paper Award

9:00 a.m. – 9:15 a.m.


9:15 a.m. – 10:15 a.m.

Concurrent Sessions – Paper Presentations

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

The Relationship Between the Ownership of Insurance Products and Retirement Satisfaction
Hossein Salehi, California Lutheran University

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

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

9:15 a.m. – 10:15 a.m.

Practitioner Session – Implications

10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – 12:00 p.m.

Concurrent Sessions – Paper Presentations

Husbands Remain the More Financially Knowledgeable Spouse in Wealthy Households
Sherman Hanna, The Ohio State University

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

12:00 p.m. Colloquium Concludes