Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Friday, November 16th, 2018
Category: Retirement
Exceeding Expectations - The Synergy of Personal Finance and Positive Psychology to Boost Well-Being in Retirement Planning
The presenters will focus on "How to get an 'A' in retirement," an online retirement planning non-credit course for University faculty, staff and the public. This groundbreaking application of research draws from both positive psychology as well as best practices and research in personal financial planning.  The session will emphasize program evaluation at the behavior change level and the action solutions that over 500 participants have implemented to increase their well-being. Participants will have, conservatively calculated, $15 million more dollars for retirement as a result of completing How to get an "A" in retirement.
Questions or Implications for Researchers: There are many pioneering research opportunities around the synergy of financial planning and positive psychology for retirement planning. The initial theoretical work of Dr. Martin Seay, Kansas State University, and Dr. Sarah Asebedo, Texas Tech, is important to acknowledge. The work being reported in this session is the first interdisciplinary applied work of the two disciplines and gives the opportunity for data collection for an experimental (interdisciplinary approach) and a control (financial planning only.)
*CFP Pre-Approved Session - 1 CEU