Journal of Financial Planning: June 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: June 2024 June 2024 More from this issue What Value Is a Designation? By Michael Kothakota, Ph.D. June 2024 Decoding the Fundamentals of Fiduciary Returns: Accounting and Taxation in Irrevocable Trusts By Claire Thornton, CFP®, EA June 2024 Create an Incredible Stakeholder Experience for Better Retention, Client Service By J.J. Peller June 2024 Related Events 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm FPA MI | Lunch & Learn Webinar May 2025 Tue, May 13, 2025 Virtual through Zoom
Decoding the Fundamentals of Fiduciary Returns: Accounting and Taxation in Irrevocable Trusts By Claire Thornton, CFP®, EA June 2024
Create an Incredible Stakeholder Experience for Better Retention, Client Service By J.J. Peller June 2024
FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm