Journal of Financial Planning: April 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: April 2025 April 2025 More from this issue Understanding the Unauthorized Practice of Law in Estate Planning: What It Is, How to Navigate it, and the Role of Technology By David Haughton, J.D., CPWA April 2025 The Power of Planning By Danielle Andrus April 2025 Working Toward a Shared Vision By Danielle Andrus April 2025 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger FPA MI | Lunch & Learn Webinar March 2026 Thu, Mar 12, 2026 Virtual through Zoom May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
Understanding the Unauthorized Practice of Law in Estate Planning: What It Is, How to Navigate it, and the Role of Technology By David Haughton, J.D., CPWA April 2025
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger