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October 16 - 17, 2005 |
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ORGANIZER: Annamaria Lusardi (Dartmouth College and NBER) |
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PROGRAM |
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| October 16, 2005 | ||
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6:30 PM |
Reception and Dinner (Alden Inn, Lyme) | |
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Jeanne Hogarth | (Federal Reserve Board) |
| October 17, 2005 | ||
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8:00 - 8:30 AM |
Coffee and Pastries | |
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8:30 - 9:00 AM |
Opening Remarks | |
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Andrew Samwick | (Dartmouth College) |
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George Daly | (Georgetown Business School) |
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9:00 - 10:00 AM |
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Converting the Unconverted | |
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Punam Keller | (Tuck School of Business) |
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Psychological Impediments to Retirement Planning | |
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Elke Weber |
(Columbia University, Graduate School of Business and Dept. of Psychology) |
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10:00 - 10:15 AM |
Discussion and Applications | |
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Nava Ashraf | (Harvard Business School) |
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Julie Agnew | (College of William and Mary, School of Business) |
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Jonathan Zinman | (Dartmouth College) |
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Moderator: Annamaria Lusardi |
(Dartmouth College) | |
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10:15 - 10:30 AM |
Coffee Break | |
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10:30 - 11:20 AM |
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Do people know basic Economics? | |
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Olivia Mitchell | (University of Philadelphia, Wharton School) |
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Do people know enough Economics to stay out of troubles? | |
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Lew Mandell | (SUNY-Buffalo, School of Management) |
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Moderator: John Gannon |
(NASD) |
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11:20 - 11:45 PM |
Regulatory Challenges in Financial Education | |
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Howell Jackson | (Harvard Law School) |
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11:45 - 1:00 PM |
Lunch break | |
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Luncheon speakers: Book Authors | |
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Zvi Bodie | (Boston University, School of Management) |
| Prof. Bodie will discuss his experience in writing “Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals.” | ||
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Michael Pompian | (Wealth Management Advisor) |
| Mr Pompian is writing a book that identifies and explains behavioral biases that plague individual investors. He will review some of these biases. | ||
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Moderator: Olivia Mitchell |
(University of Pennsylvania, Wharton School) |
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1:00 - 2:20 PM |
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Financial Education and Planning |
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Robert Clark | (North Carolina State University, School of Management) |
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Craig Copeland | (Employee Benefit Research Institute) |
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Saving and Investment Decisions |
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Arie Kapteyn | (Labor and Population Program & Roybal Center for Financial Decision Making, RAND) |
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Sarah
Holden and Jack VanDerhei |
(Investment Company Institute) / (Temple University / EBRI) |
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2:20 - 3:00 PM |
Roundtable discussion | |
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Sunil Bhatia | (LTSave, Inc) |
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Jon Dauphine | (AARP) |
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Judy Morrison | (Fidelity) |
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Steve Utkus | (Vanguard) |
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David Wray | (Profit Sharing/401(k)s Council of America) |
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Moderator: Jonathan Skinner |
(Dartmouth College) |
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3:00 PM |
Tea/Coffee Reception | |