AFS Academic Poster Session / Reception

Poster Presenters and Titles

1. Ferdous Ahmmed (Missouri State University) The Impact of High Financial Literacy on Buy Now Pay Later Credit Utilization
2. Catherine Asiimwe (University of Georgia) Knowledge or Need? Financial Literacy, Financial Distress, and the Propensity to Use ‘Buy-Now-Pay-Later’ Services
3. Ravisha Chutani (University of Georgia) Consumer Adoption of AI in Financial Planning: How Prior Technology Adoption Moderates the Impact of Financial Capability
4. Thomas Crandall (Kansas State University) Intention, Action, and the Role of Advice: Comparing Planner Guided and Social Media Driven Retirement Portfolio Changes
5. Gary Curnutt (Western Carolina University) Beyond the Paycheck: Bridge Employment and Self Perceptions of Aging in Later Life
6. James DiLellio (Pepperdine Graziadio Business School) A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions
7. Van Dinh (University of Wisconsin–Superior) Retirement Satisfaction and Financial Situation: Insights from HRS Panel Data 2018–2022
8. Todd Feldman (College for Financial Planning), Khurram Naveed (College for Financial Planning), and Barclay Roper (College for Financial Planning) The Dynamics of V-Shaped Market Corrections
9. Robert Glew (University of Rhode Island) Retirement Education and Retirement Planning: Success Priming and Presentation Order as Moderators
10. John Grable (University of Georgia) Does Accredited Investor Status Signal More Than Financial Capacity?
11. Bryan Gramse (Ball State University) Investor Overconfidence and Mobile Trading App Use
12. Stuart Heckman (Texas Tech University) Household Time Allocation and Use of Financial Advice
13. Liu Liu (University of Georgia) Family Financial Socialization and Financial Behavior Among U.S. Adolescents: The Mediating Role of Financial Confidence
14. Caezilia Loibl (The Ohio State University) Rethinking the DTI Rule: How Debt-to-Income Thresholds Lock Older Homeowners Out of Their Own Wealth
15. Kirsten MacDonald (Griffith University) Anatomy of the Client-Adviser Relationship: A Case Study Approach to Financial Planning
16. Toshiaki Mitsudome (New York University School of Professional Studies) Do Financial Advisers Amplify or Mitigate Overconfidence? Evidence from U.S. Investors
17. Luke Palmer (Palmer Wealth Group) Between Policy and Panic: How CFP® Professionals Navigate Client Financial Anxiety Amid Trade Policy Uncertainty and Political Polarization
18. Blain Pearson (Coastal Carolina University), Di Qing (Auburn University), and Ying Yan (Eastern New Mexico University) The Power of Legacy: Bequest Expectations as Key Driver of Annuity and Life Insurance Choices
19. Brendan Pheasant (Tuyyo Planning Group, LLC) Beyond Materialism: Happy Money Values and Financial Satisfaction
20. Daniel Richards (York University) and Sunwoo Lee (Sungkyunkwan University) Income Tiers and the Divergence of Retirement Adequacy Confidence in Canada
21. Kaplan Sanders (Utah Tech University) Who Uses Alternative Financial Services? Age-Based Patterns in Borrowing
22. Juan Sandoval (University of Georgia) How Physical and Mental Health Shape EITC Filing During COVID-19
23. Matthew Sommer (Janus Henderson) Does Framing Moderate the Relationship Between Personal Preferences and Normative Social Security Claiming Recommendations?
24. Jake Zavala (University of Georgia) Unequal Returns: Examining LGBQ Wage Disparities Through Human Capital and Intersectionality Frameworks
25. Yu Zhang (Kansas State University) Following the Crowd or the Experts? Risk Tolerance, Information Sources, and Speculative Investing
26. Yeqi Zhu (University of Georgia) When Financial Fragility Matters: Understanding How Alternative Financial Services Link Financial Shocks and Financial Anxiety