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 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center 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
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 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