Journal of Financial Planning: December 2022 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 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 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
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger