Journal of Financial Planning: July 2024 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 FPA MI | Lunch & Learn Webinar March 2026 Thu, Mar 12, 2026 Virtual through Zoom 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
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