Recent Presentations

Bajtelsmit, V., Lawrence, F., Fox, J., & Browning, C. (2019). Career Tips for Financial Planning Doctoral Students. CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Cheng, G., & Fan, L. (2019). Estate planning preparedness among older adults: A closer look at will and trust adoption. American Council on Consumer Interests Annual Conference, Arlington, VA.

Fan, L., & Lim, H. N. (2019). The relationship between cognitive abilities and financial help-seeking behavior. Presented at theAssociation for Financial Counseling and Planning Education (AFCPE), Portland, OR. [Outstanding Symposium Research Paper Award].

Fan, L., Chatterjee, S., & Jinhee, K. (2019). Relationships among financial ability, financial independence, and well-being of emerging adults: Does personality matter? CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Fan, L., Chatterjee, S., & Jinhee, K. (2019). An examination of young adults’ subjective well-being: The effects of personality, financial ability, and financial independence. American Council on Consumer Interests Annual Conference, Arlington, VA.
Griesdorn, T. S, Guttter, M., Cho, S. H., & Lawrence, F. (2019). Determinates of homeownership: Testing the behavioral life-cycle hypothesis. Academy of Business Research International Conference, San Antonio, TX.
Herring, D.& Sharpe, D. L. (2019). Effect of military service on Gen X retirement income expectations. American Council on Consumer Interests Annual Conference, Arlington, VA.
Huang, X., & Yao, R. (2019). American Millennials’ risk tolerance. CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.

Park, N., & Fan, L. (2019). Examining the alternative financial service use among millennials using the information-motivation-behavioral skills model (Poster). Presented at the Academy of Financial Services (AFS), Minneapolis, MN.

Rabbani, A., Yao, Z., Wang, C., & Grable, J. (2019). Association between financia risk tolerance and locus of control, sensation seeking for pre-retiree Baby Boomers. CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Wang, C. (2019). The effect of demographic characteristics and economic characteristics on an individual’s financial risk tolerance. CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Wu, W. & Yao, R. (2019). Can financial advice serve as a substitute for financial literacy in equity investing? American Council on Consumer Interests Annual Conference, Arlington, VA.
Wu, W. (2019). Are black and white different in stock ownership? CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Xu, C., & Yao, R. (2019). Real estate and stock investors’ characteristics. American Council on Consumer Interests Annual Conference, Arlington, VA.
Yao, Z. & Rabbani, A. (2019). Moderation of Confidence Level on the Impact of Investment Risk Tolerance on Portfolio Risk. The Academy of Financial Services annual meeting, Minneapolis, MN.
Yao, R. & Xu, C. (2019). Factors related to non-primary housing ownership: Evidence from China General Social Survey. CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines, Arlington, VA.
Yao, R., & Cheng, G. (2019). Millennials’ retirement account asset allocation. American Council on Consumer Interests Annual Conference, Arlington, VA.
Crawford, C., & Lawrence, F. (November 2018). Exceeding expectations: The synergy of personal finance and positive psychology to boost well-being in retirement planning. Association of Financial Counselor and Planner Education® Annual Conference, Norfolk, VA.
Fan, L., Zhang, L., & Zhahao, H. (November 2018). Who needs a financial advisor? The roles of investment confidence and knowledge in investors’ financial decision-making. Association of Financial Counselor and Planner Education® Annual Conference, Norfolk, VA.
McCaulley, G., & Coleman, M. A. (November 2018). Gay fathers’ coparenting with ex-wives. National Council on Family Relations Annual Conference, San Diego, CA.
Rabbani, Z., Yao, Z., & Wang, C. (November 2018). Association among financial risk tolerance and locus of control, sensation-seeking for pre-retiree Baby Boomers. Association of Financial Counselor and Planner Education® Annual Conference, Norfolk, VA.
Rabbani, A., Yao, Z., & Wang, C. (November 2018). The big five personality traits and financial risk tolerance of pre-retiree Baby Boomers. Association of Financial Counselor and Planner Education® Annual Conference, Norfolk, VA.