Journal of Financial Planning: July 2024 Click HERE to read this article in the DIGITAL EDITION. Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2024 July 2024 More from this issue When Knowing Your Client Is a Matter of Life and Death By Cheryl Canzanella, CLU, ChSNC, LUTCF July 2024 Investigating the Efficacy of a Life Settlement to Offset Temporary Life Insurance Premiums in Retirement Age Years: Behavioral Finance Implications By David F. Smith, Ph.D., CFP® July 2024 My Career Path: Taylor Venanzi, CFP®, on Learning to Manage Client Relationships By Journal Staff July 2024 Related Events November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger FPA Puget Sound: CFP Ethics 2025 Tue, Dec 9, 2025 ZOOM
When Knowing Your Client Is a Matter of Life and Death By Cheryl Canzanella, CLU, ChSNC, LUTCF July 2024
Investigating the Efficacy of a Life Settlement to Offset Temporary Life Insurance Premiums in Retirement Age Years: Behavioral Finance Implications By David F. Smith, Ph.D., CFP® July 2024
My Career Path: Taylor Venanzi, CFP®, on Learning to Manage Client Relationships By Journal Staff July 2024
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger