2019 Academic Research Colloquium for Financial Planning and Related Disciplines

List of Accepted Posters

Effects of Financial Therapy Program to Improve Financial Health for Over-Spenders
Sohn, Sang-Hee
Seoul National University
Seo, Wonyeong
Seoul National University
Park, Min-Ji
Seoul National University
Ok Park, Jong
Chungbuk National University

Non-Informational Advertising Informing Consumers: How Advertising Affects Consumers’ Decision-Making in the U.S. Auto Insurance Industry
Tsai, Yi-Lin
Tulane University – A.B. Freeman School of Business
Honka, Elisabeth
University of California, Los Angeles (UCLA) – Anderson

Time Will Tell: Determinants and Significance of Financial Planning Horizon Changes
Liu, Zhikun
Great-West Financial
James, Russell N.
Texas Tech University

Sentimental Savings: A Double-Blind, Randomized Control Experiment to Increase Personal Savings
Klontz, Brad
Creighton University
Zabek, Faith
Georgia State University
Taylor, Colby
Christian Brothers University
Bivens, Alexander
Pacific Psychology Partners
Horwitz, Edward
Creighton University
Klontz, Ted
Creighton University
Tharp, Derek
Kansas State University – School of Family Studies and Human Services

A Financial Psychology Approach to Increase Participation in Employer Sponsored Retirement Plans
Horwitz, Edward
Creighton University
Klontz, Brad
Creighton University

The Historical Record on Active vs. Passive Mutual Fund Performance
Nanigian, David
California State University, Fullerton – Department of Finance

What Matters in ETF Selection?
Nanigian, David
California State University, Fullerton – Department of Finance

Comprehensive Advisors vs. Modular Advisors: A Study of Household Financial Assets During the Great Recession
Sunder, Aman
College for Financial Planning
Palmer, Lance
University of Georgia
Goetz, Joseph W.
University of Georgia
Chatterjee, Swarn
University of Georgia
American Millennials’ Risk Tolerance
Huang, Xihao
University of Missouri at Columbia – Personal Financial Planning
Yao, Rui

Insurance Products: Do they really affect retirement satisfaction?
Salehi, Hossein
Texas Tech University
Kalenkoski, Charlene M.
Texas Tech University

Are Black and White Different in Stock Ownership?
Wu, Weipeng
University of Missouri at Columbia

Toward a Holistic Measure of Financial Wellness: The Relationship between Perceived Financial Well-Being and Financial Vulnerability
Warmath, Dee
University of Georgia
Espey Newmeyer, Casey
Case Western Reserve University – Weatherhead School of Management
O’Connor, Genevieve Elizabeth
Fordham University – Gabelli School of Business
Wong, Nancy
University of Wisconsin – Madison – School of Human Ecology

Entering the Market for Financial Advice: Insights from Advisors and Financial Planning Students
Browning, Chris
Texas Tech University
Evers, Mark
Texas Tech University
Lemmon, Amber
Texas Tech University

Retirement Planning Recommendations from a Systematic Analysis of Financial Planning Journals
Kiss, Elizabeth
Kansas State University
Xu, Yilan
University of Illinois at Urbana-Champaign, Department of Agricultural and Consumer Economics
Saboe-Wounded Head, Lorna
South Dakota State University
Gutter, Michael
University of Florida – Department of Family, Youth, and Community Sciences
O’Neill, Barbara
Rutgers University – Rutgers Cooperative Extension

Financial Capability, Savings, and Consumer Credit in Young Adulthood: The Role of the Division of Responsibility between Parents and Children
L’Esperance, Madelaine
University of Wisconsin – Madison, School of Human Ecology, Department of Consumer Science, Students

The Impacts of Financial Literacy on Chinese Financially Excluded Households Retirement Planning Behaviors
Lu, Wenyi
City University of New York – CUNY Graduate Center

Objective Measures and Emerging Adults Perceptions of Financial Knowledge
Tenney, Jacob
University of Charleston
Kalenkoski, Charlene M.
Texas Tech University
Serido, Joyce
University of Arizona – John and Doris Norton School of Family and Consumer Sciences
Shim, Soyeon
University of Arizona – John and Doris Norton School of Family and Consumer Sciences

Association between Financial Risk Tolerance and Locus of Control, Sensation Seeking for Pre-Retiree Baby Boomers
Rabbani, Abed
University of Missouri at Columbia – College of Human Environmental Sciences – Department of Consumer & Family Economics
Yao, Zheying
University of Missouri at Columbia – Department of Personal Financial Planning, Students
Wang, Christina
University of Missouri at Columbia – Department of Personal Financial Planning, Students
Grable, John
University of Georgia – Department of Housing & Consumer Economics

Household Stock Market Participation: The Role of Homeownership
Brandsaas, Eirik
University of Wisconsin – Madison – University of Wisconsin-Madison

Aging and Social Isolation and How Can Planners Help
Cheng, Yuanshan
Winthrop University
Guo, Tao
William Paterson University
Gibson, Philip
Winthrop University

Do Financial Planners Really Assess Financial Risk Tolerance? An Inquiry About Perceptions of Risk
Lurtz, Meghaan
Kansas State University – School of Family Studies and Human Services
Kothakota, Michael
Kansas State University, School of Family Studies and Human Services
Magwegwe, Frank
Kansas State University, Institute of Personal Financial Planning
Archuleta, Kristy
Kansas State University
Jorgensen, Timi
University of Georgia, College of Family and Consumer Sciences, Personal Financial Planning
Adams, Jerard

The Effectiveness of a Comprehensive Financial Education Program in the Workplace
Horwitz, Edward
Creighton University
Seay, Martin
Kansas State University
Archuleta, Kristy
Kansas State University
Anderson, Somer
Maryville University

Financial Technology and Cybersecurity: The State of Readiness Among Canadian Older Adults
Killins, Robert
Seneca College
Blackwood-Brown, Carlene
Seneca College

Human vs. Robots – Investing in Canada: Who does it better?
Killins, Robert
Seneca College
Mehtab, Mariam
Seneca College

Use of Financial Planner and Financial Well-Being: Evidence from the National Financial Well-Being Survey
Kim, Kyoung Tae
University of Alabama
Stebbins, Richard
University of Alabama
Shin, Su Hyun
University of Alabama

What Matters for Attitude Towards Education Debt?
Lim, HanNa
Kansas State University
Lee, Jae Min
Minnesota State University, Mankato
Kim, Kyoung Tae
University of Alabama

Characteristics of ETF Owners: Exploring the Role of Investor Knowledge, Fee Aversion, and Financial Advice Seeking
Enete, Shane
Biola University
Reiter, Miranda
Kansas State University – Institute of Personal Financial Planning, Students
Wendy Usrey
Kansas State University – School of Family Studies and Human Services, Students
Andrew Scott
Kansas State University – School of Family Studies and Human Services, Students
Seay, Martin
Kansas State University

Mediating Role of Mental Accounting in between Financial Cognition and Personal Financial Planning of Indian Households
Mahapatra, Mousumi
National Institute of Technology, Durgapur
Raveendran, Jayasree
Institute of Public Enterprise (IPE)
De, Anupam
National Institute of Technology, Durgapu

A Comparison of the Old and New Risk Tolerance Measures in the Survey of Consumer Finances
Kim, Kyoung Tae
University of Alabama
Hanna, Sherman D.
Ohio State University (OSU)
Ying, Dongyue
Ohio State University (OSU) – Consumer Sciences Department

Confidence/Self-Efficacy in Financial Planner Education
Fulk, Martha
University of Georgia, Students
Park, Narang
University of Georgia
Watkins, Kimberly
University of Georgia, Students
White, Kenneth
University of Georgia

Success in CFP® Education: Results from Students Performance Data
Sunder, Aman
College for Financial Planning
Pasztor, Jim
College for Financial Planning
Henderson, Rebecca
College for Financial Planning

Personality, Overconfidence, and Investment Behavior: Evidence from Iran
Cude, Brenda J.
University of Georgia Department of Financial Planning, Housing and Consumer Economics
Chatterjee, Swarn
University of Georgia
Tavosi, Jamal
University of Georgia

The Effect of Financial Literacy on Emergency Fund Adequacy
Lee, Sunwoo T.
Ohio State University (OSU)
Hanna, Sherman D.
Ohio State University (OSU)

The Importance of Planning Horizon in End-of-Life Financial and Health Planning
Hussein, Reem
Texas Tech University
James, Russell N.
Texas Tech University

The Role of Adverse Life Events on the Financial Well-Being of Households: An Exploratory Study
Choung, Youngjoo
University of Georgia – Department of Housing & Consumer Economics, Students
Chatterjee, Swarn
University of Georgia

Age Related Differences in Financial Satisfaction
Alabed, Muna
Kalenkoski, Charlene M.
Texas Tech University

Consumer Skepticism and the Role of Financial Professionals
Bartholomae, Suzanne
Iowa State University
Fox, Jonathan
Iowa State University
Jurgenson, Jesse
Iowa State University

Bias in ESG Funds
Das, Nandita
Delaware State University – Accounting and Finance Department
Sunder, Aman
College for Financial Planning

Factors related to non-primary housing ownership: Evidence from China General Social Survey
Yao, Rui
Xu, Chen
University of Missouri at Columbia – Personal Financial Planning, Students