Journal of Financial Planning: July 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2025 July 2025 More from this issue The Risks That Financial Professionals Are Not Pricing into Client Portfolios By Chris Heye, Ph.D. July 2025 Creating Guaranteed Income with QLACs By Michael B. Schoffman, CFP®, CDFA, CRPC July 2025 Insurance Uncertainty By Danielle Andrus July 2025 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
The Risks That Financial Professionals Are Not Pricing into Client Portfolios By Chris Heye, Ph.D. July 2025
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger