Journal of Financial Planning: January 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: January 2025 January 2025 More from this issue Securing the Future: Mitigating Cyberthreats in Personal Financial Planning By C. Augusto Casas, Ph.D., CFP® January 2025 Anticipating President Trump’s Tax Policies By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP Distinguished, and Julie Welch, CPA/PFS, CFP®, AEP Distinguished January 2025 Presenting Monte Carlo Success to Clients: A Brief Speculative Note By Vernon V. Chatman III, CFP® January 2025 Related Events FPA MI | Lunch & Learn Webinar September 23 2025 Tue, Sep 23, 2025 Virtual through Zoom FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center
Securing the Future: Mitigating Cyberthreats in Personal Financial Planning By C. Augusto Casas, Ph.D., CFP® January 2025
Anticipating President Trump’s Tax Policies By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP Distinguished, and Julie Welch, CPA/PFS, CFP®, AEP Distinguished January 2025
Presenting Monte Carlo Success to Clients: A Brief Speculative Note By Vernon V. Chatman III, CFP® January 2025
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 McKimmon Conference & Training Center, Raleigh, NC