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 Six Communication Dos and Don’ts for Next-Gen Advisers By Kristine McManus December 2023 December 2023: Upcoming Research By Journal Staff December 2023 The Role of AI in Financial Planner Operations By Charesse Spiller November 2023 Related Events 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
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger