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 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit FPA Austin May 20 Lunch Meeting Tue, May 20, 2025 Austin Country Club 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League