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Sheraton Uptown, Albuquerque, NM, USA
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Saturday, April 22 • 4:30pm - 5:30pm
210-Household Factors related to Decisions to retain Financial Planning Services While Recovering from the Great Recession

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This study examines the association between the continuous use, deferred use and a break in the use of financial planning services through the period of Great Recession and changes in risky asset allocations within household investment portfolios during this period. Using the 2007-2009 panel of the Survey of Consumer Finances data set, this study examines whether the portfolio allocation decisions of households who utilized the services of a financial planner, for different periods, were closer to the normative investment behavior when compared with the portfolio allocation decisions of households who did not use the services of a financial planner.

Speakers & Presenters
avatar for Swarn Chatterjee

Swarn Chatterjee

AFS President-Elect, Associate Professor, University of Georgia
Associate ProfessorUniversity of Georgia
JW

Joseph W. Goetz

Associate Professor, University of Georgia
avatar for Lance Palmer

Lance Palmer

Professor, Financial Planning, Housing and Consumer Economics, University of Georgia
avatar for Aman Sunder

Aman Sunder

Ph.D. Student, University of Georgia
LZ

Lini Zhang

Ph.D. Candidate, University of Georgia


Saturday April 22, 2017 4:30pm - 5:30pm
Galleria

Attendees (3)