Journal of Financial Planning: 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 Envisioning an Advice-Only Planning Model By Cody Garrett December 2021 December 2021: Stat Bank By December 2021 To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio By Philip Walker; Barry H. Sacks, Ph.D., J.D.; and Stephen R. Sacks, Ph.D. December 2021 Related Events May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio By Philip Walker; Barry H. Sacks, Ph.D., J.D.; and Stephen R. Sacks, Ph.D. December 2021
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger