Journal of Financial Planning: July 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: July 2025 July 2025 More from this issue How to Navigate a Possible Affordable Care Act Change and Ensure Clients’ Goals Stay on Track By Christine Simone July 2025 Mapping the Language of Retirement: Aspirations, Challenges, and Planning Implications By Joseph F. Coughlin, Ph.D.; Chaiwoo Lee, Ph.D.; Sophia Ashebir; Lisa D’Ambrosio, Ph.D.; and Katie Warren July 2025 How CRM Software Helps Build Stronger Client Relationships, Engagement, and Retention By Cameo Roberson July 2025 Related Events August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
How to Navigate a Possible Affordable Care Act Change and Ensure Clients’ Goals Stay on Track By Christine Simone July 2025
Mapping the Language of Retirement: Aspirations, Challenges, and Planning Implications By Joseph F. Coughlin, Ph.D.; Chaiwoo Lee, Ph.D.; Sophia Ashebir; Lisa D’Ambrosio, Ph.D.; and Katie Warren July 2025
How CRM Software Helps Build Stronger Client Relationships, Engagement, and Retention By Cameo Roberson July 2025
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger