Journal of Financial Planning: July 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2023 July 2023 More from this issue Navigating Retirement’s Financial and Emotional Paradigm Shifts By Danielle Andrus July 2023 Defining and Optimizing Your Client Journey By Kalli Fedusenko July 2023 The New Era of Advertising By Terria Heng July 2023 Related Events February 2025 Quarterly Education Meeting Wed, Feb 19, 2025 - Wed, Feb 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
February 2025 Quarterly Education Meeting Wed, Feb 19, 2025 - Wed, Feb 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger