Journal of Financial Planning: February 2026 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2026 February 2026 More from this issue How Fintech Can Help Advisers Make Estate Planning More Meaningful for Clients By Matt Wilson February 2026 Estate Planning with Purpose By Farah Baxter and Marsha Collins, CAIA February 2026 Meeting Clients Where They Are By Danielle Andrus February 2026 Related Events 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 November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
How Fintech Can Help Advisers Make Estate Planning More Meaningful for Clients By Matt Wilson February 2026
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
November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger