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 FPA Puget Sound Chapter Meeting - September 11 Thu, Sep 11, 2025 Seattle Foundation I Seattle, WA 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center
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