Journal of Financial Planning: June 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: June 2023 June 2023 More from this issue Streamlining Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise By Eric T. Ludwig, CFP®, and Chet R. Bennetts, CFP®, CLU, RICP, CLF June 2023 Chatbot Bebop By Danielle Andrus June 2023 Increasing After-Tax Legacy for the Next Generation by Coordinating Beneficiary Designations and Estate Plans By Roger Young, CFP® June 2023 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
Streamlining Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise By Eric T. Ludwig, CFP®, and Chet R. Bennetts, CFP®, CLU, RICP, CLF June 2023
Increasing After-Tax Legacy for the Next Generation by Coordinating Beneficiary Designations and Estate Plans By Roger Young, CFP® June 2023
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