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 FPA Puget Sound Chapter Meeting - September 11 Thu, Sep 11, 2025 Seattle Foundation I Seattle, WA 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center