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 EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023 Peggy Ruhlin Discusses the State of Women Financial Planners By Journal Staff December 2023 ‘What Is’ Going On with Crypto? By Bridger Cummings November 2023 Related Events FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger