Journal of Financial Planning: August 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: August 2025 August 2025 More from this issue Medicaid Crisis Planning: The Financial Lifeline Advisers Need to Understand By Dale Krause, J.D., LL.M. August 2025 Personality Traits and Annuity Adoption: Unlocking Behavioral Insights of Retirement Income Strategies By Preston D. Cherry, Ph.D., CFP®; Sarah Asebedo, Ph.D., CFP®; and Blain Pearson, Ph.D. August 2025 So You Studied for and Passed the CFP Board Exam—What’s Next? By David I. Hantman and Kirsten M. Nowak August 2025 Related Events May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
Medicaid Crisis Planning: The Financial Lifeline Advisers Need to Understand By Dale Krause, J.D., LL.M. August 2025
Personality Traits and Annuity Adoption: Unlocking Behavioral Insights of Retirement Income Strategies By Preston D. Cherry, Ph.D., CFP®; Sarah Asebedo, Ph.D., CFP®; and Blain Pearson, Ph.D. August 2025
So You Studied for and Passed the CFP Board Exam—What’s Next? By David I. Hantman and Kirsten M. Nowak August 2025
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger