Journal of Financial Planning: April 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: April 2022 April 2022 More from this issue Confirmation Bias and Financial Planning—Narratives from Industry By Nicole Cilley and Blain Pearson, Ph.D., CFP®, AFC April 2022 Family Succession Planning: Building Relevance and Fostering Relationships in a New Generation By Dani Fava April 2022 Does Advisor Channel Influence Passive Fund Choice? By Michael Finke; Aron Szapiro; and David M. Blanchett, Ph.D., CFP®, CFA April 2022 Related Events 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 November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
Confirmation Bias and Financial Planning—Narratives from Industry By Nicole Cilley and Blain Pearson, Ph.D., CFP®, AFC April 2022
Family Succession Planning: Building Relevance and Fostering Relationships in a New Generation By Dani Fava April 2022
Does Advisor Channel Influence Passive Fund Choice? By Michael Finke; Aron Szapiro; and David M. Blanchett, Ph.D., CFP®, CFA April 2022
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger