New this year at FPA Experience is an academic mini-track sponsored by the Journal of Financial Planning. Researchers in financial planning academia will preview their latest studies in three sessions.
All three sessions will be in Room W311 E at the Orange County Convention Center in Orlando. Times are as follows:
- Sunday, Oct. 20, at 8:45 a.m.
- Sunday, Oct. 20, at 11:15 a.m.
- Monday, Oct. 21, at 9:30 a.m.
In each session, several speakers will summarize their papers in 15-minute presentations. Each will be followed by a brief question-and-answer period.
Instead of bringing practitioners to the academic community, as some organizations do, FPA is bringing academics to where the practitioners are at FPA Experience.
Many of the papers to be presented are unpublished and still in draft form. Presenters have an opportunity to gather practitioner feedback in order to modify and complete their papers. In turn, practitioners will get a sneak-peak at ongoing research and have a chance to influence final drafts.
The Journal received 24 qualified submissions, of which 10 papers were accepted. Special academic reviewers were impanelled to judge the merit of the research. Practitioners also reviewed submissions to determine which presentations would be of greatest use and interest to a practitioner audience.
Presenters include Wade D. Pfau, Ph.D., John E. Grable, Ph.D., CFP®, and Michael S. Finke, Ph.D., CFP®. Presentations will explore topics such as changing risk tolerance, dealing with client resistance to change, psychology related to pre-retirement planning behavior, time diversification and various retirement planning strategies.