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 Kyle and Megan Lancett—Just Starting Out and Feeling Overwhelmed By Tanya Staples, CFP®, and Ashlyn Rollins-Koons January 2023 Impacts of the Inflation Reduction Act on Medicare: What Financial Advisers Need to Know By Ari Parker January 2023 Three Strategies for Team Resilience During Volatile Markets By Barbara Kay, LPC, RCC, TIPC January 2023 Related Events 2024 FPA Puget Sound Symposium Thu, May 9, 2024 Seattle Convention Center I Summit May 15, 2024 Quarterly Education Meeting Wed, May 15, 2024 - Wed, May 15, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
Kyle and Megan Lancett—Just Starting Out and Feeling Overwhelmed By Tanya Staples, CFP®, and Ashlyn Rollins-Koons January 2023
Impacts of the Inflation Reduction Act on Medicare: What Financial Advisers Need to Know By Ari Parker January 2023
Three Strategies for Team Resilience During Volatile Markets By Barbara Kay, LPC, RCC, TIPC January 2023
May 15, 2024 Quarterly Education Meeting Wed, May 15, 2024 - Wed, May 15, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger