Journal of Financial Planning: August 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: August 2024 August 2024 More from this issue What Beneficial Ownership Means for Small-Biz Clients By Bobbie Turner August 2024 The Strategic Role of Revocable Trusts in Business Succession By Anne Rhodes August 2024 August 2024: Observer By Journal Staff August 2024 Related Events 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 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center
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