Journal of Financial Planning: February 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2023 February 2023 More from this issue Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023 To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 2023 Navigating the Emotional Journey When Selling Your RIA By David DeVoe February 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
Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023
To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 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
