Next Generation Planner: July 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2022 July 2022 More from this issue Three Ps to Lead the Next Generation By Barbara Kay, LPC, RCC, TIPC July 2022 Advocating for Our Future: The Case for NexGen Involvement in Public Policy Advocacy By Charlie Pastor, CFP® July 2022 Tax-Efficient Withdrawal Strategies for Five Groups By William Reichenstein, Ph.D., and William Meyer July 2022 Related Events Network & Connect! FPA Puget Sound & Northwest Family Business Advisors Thu, Aug 14, 2025 Madison Centre Rooftop August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 5th Annual FPA DFW Virtual Super CE Day! Thu, Aug 21, 2025 Zoom
Advocating for Our Future: The Case for NexGen Involvement in Public Policy Advocacy By Charlie Pastor, CFP® July 2022
Tax-Efficient Withdrawal Strategies for Five Groups By William Reichenstein, Ph.D., and William Meyer July 2022
Network & Connect! FPA Puget Sound & Northwest Family Business Advisors Thu, Aug 14, 2025 Madison Centre Rooftop
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
