Next Generation Planner: February 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2023 February 2023 More from this issue Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023 To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 2023 Navigating the Emotional Journey When Selling Your RIA By David DeVoe February 2023 Related Events FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023
To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 2023
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC