Next Generation Planner: December 2021 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2021 December 2021 More from this issue The Role of Qualitative Data Gathering in Developing Client Trust and Commitment By Carol Anderson and Deanna L. Sharpe, Ph.D., CFP®l Kern, CFA December 2021 Next-Gen Advisers Embrace Collaboration By Kristine McManus December 2021 Using Scaffolding Learning Theory as a Framework to Enhance Financial Education with Financial Planning Clients By Elizabeth Sterbenz, LMFT; Dylan L. Ross, CFP®, AFC; Raylee Melton; Jed Smith; Megan McCoy, Ph.D., LMFT, CFT-I; and Blain Pearson, Ph.D., CFP® December 2021 Related Events Network & Connect! FPA Puget Sound & Northwest Family Business Advisors Thu, Aug 14, 2025 Madison Centre Rooftop August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 5th Annual FPA DFW Virtual Super CE Day! Thu, Aug 21, 2025 Zoom
The Role of Qualitative Data Gathering in Developing Client Trust and Commitment By Carol Anderson and Deanna L. Sharpe, Ph.D., CFP®l Kern, CFA December 2021
Using Scaffolding Learning Theory as a Framework to Enhance Financial Education with Financial Planning Clients By Elizabeth Sterbenz, LMFT; Dylan L. Ross, CFP®, AFC; Raylee Melton; Jed Smith; Megan McCoy, Ph.D., LMFT, CFT-I; and Blain Pearson, Ph.D., CFP® December 2021
Network & Connect! FPA Puget Sound & Northwest Family Business Advisors Thu, Aug 14, 2025 Madison Centre Rooftop
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
