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 My Career Path: Taylor Venanzi, CFP®, on Learning to Manage Client Relationships By Journal Staff July 2024 July 2024: Observer By Journal Staff July 2024 Crafting an Operational Continuity Plan for Financial Advisers By Jessica Colston, PCC July 2024 Related Events 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 August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
My Career Path: Taylor Venanzi, CFP®, on Learning to Manage Client Relationships By Journal Staff July 2024
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
August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger