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 FPA MI | Lunch & Learn Webinar July 2025 Thu, Jul 17, 2025 Virtual through Zoom August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League
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
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger