Journal of Financial Planning: December 2022 WHO: Keith Ferrazzi Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2022 December 2022 More from this issue Are Donor-Advised Funds a Suitable Method for Donating to Just Causes? By Bridger Cummings December 2022 The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment By Megan McCoy, Ph.D., LMFT, AFC, CFT-I; Ives Machiz, CFP®; Josh Harris, CFP®, AFC; Christina Lynn, CFP®, AFC, CDFA; Derek Lawson, Ph.D., CFP®; and Ashlyn Rollins-Koons December 2022 Keith Ferrazzi on Understanding Co-creation and Collaborating with Clients By Journal Staff December 2022 Related Events 2024 FPA Puget Sound Symposium Thu, May 9, 2024 Seattle Convention Center I Summit May 15, 2024 Quarterly Education Meeting Wed, May 15, 2024 - Wed, May 15, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
Are Donor-Advised Funds a Suitable Method for Donating to Just Causes? By Bridger Cummings December 2022
The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment By Megan McCoy, Ph.D., LMFT, AFC, CFT-I; Ives Machiz, CFP®; Josh Harris, CFP®, AFC; Christina Lynn, CFP®, AFC, CDFA; Derek Lawson, Ph.D., CFP®; and Ashlyn Rollins-Koons December 2022
Keith Ferrazzi on Understanding Co-creation and Collaborating with Clients By Journal Staff December 2022
May 15, 2024 Quarterly Education Meeting Wed, May 15, 2024 - Wed, May 15, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger