Journal of Financial Planning: December 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2023 December 2023 More from this issue Widow Tax Hit Debunked By Edward F. McQuarrie December 2023 Insights from FPA Annual Conference 2023: Dealing with Loss, Long-Term Care, and Reverse Mortgages By Alexandra Armstrong, CFP®, CRPC December 2023 EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023 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
Insights from FPA Annual Conference 2023: Dealing with Loss, Long-Term Care, and Reverse Mortgages By Alexandra Armstrong, CFP®, CRPC December 2023
EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023
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