Next Generation Planner: January 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: January 2023 January 2023 More from this issue Developing Leadership Capabilities to Drive Engagement By Gerry Herbison, CFP®, D.B.A., ChFC, CASL, CLF January 2023 Which Social Security Claiming Strategy Generates the Highest Legacy Value? By Wade D. Pfau, Ph.D., CFA, RICP, and Steve Parrish, J.D., RICP, AEP, ChFC, CLU January 2023 The Path to True Financial Wellness By Preston Cherry, Ph.D., CFP®, CFT-I January 2023 Related Events FPA MI | Lunch & Learn Webinar July 2025 Thu, Jul 17, 2025 Virtual through Zoom August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League
Developing Leadership Capabilities to Drive Engagement By Gerry Herbison, CFP®, D.B.A., ChFC, CASL, CLF January 2023
Which Social Security Claiming Strategy Generates the Highest Legacy Value? By Wade D. Pfau, Ph.D., CFA, RICP, and Steve Parrish, J.D., RICP, AEP, ChFC, CLU January 2023
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger