Journal of Financial Planning: April 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: April 2023 April 2023 More from this issue Leading an Ethical Culture By Barbara Kay, LPC, RCC, TIPC April 2023 ‘I’m Just Bad with Money’: How Self-Fulfilling Prophecy Shapes Financial Behaviors By Rowena Gillo, LCSW; Lisa Varani, CPA; Blain Pearson, Ph.D., CFP®, AFC; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I March 2023 Melissa Kemp on Reaching for the Ethics Ceiling By Danielle Andrus April 2023 Related Events Ethics for CFP Professionals Thu, Jun 12, 2025 - Thu, Jun 12, 2025 Florida & US 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
‘I’m Just Bad with Money’: How Self-Fulfilling Prophecy Shapes Financial Behaviors By Rowena Gillo, LCSW; Lisa Varani, CPA; Blain Pearson, Ph.D., CFP®, AFC; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I March 2023
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
