Journal of Financial Planning: January 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: January 2023 January 2023 More from this issue Developing Leadership Capabilities to Drive Engagement By Gerry Herbison, CFP®, D.B.A., ChFC, CASL, CLF January 2023 Which Social Security Claiming Strategy Generates the Highest Legacy Value? By Wade D. Pfau, Ph.D., CFA, RICP, and Steve Parrish, J.D., RICP, AEP, ChFC, CLU January 2023 The Path to True Financial Wellness By Preston Cherry, Ph.D., CFP®, CFT-I January 2023 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 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
Developing Leadership Capabilities to Drive Engagement By Gerry Herbison, CFP®, D.B.A., ChFC, CASL, CLF January 2023
Which Social Security Claiming Strategy Generates the Highest Legacy Value? By Wade D. Pfau, Ph.D., CFA, RICP, and Steve Parrish, J.D., RICP, AEP, ChFC, CLU January 2023
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger