Journal of Financial Planning: March 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2022 March 2022 More from this issue The Formula for Finding the Right Fit for Your Team By Gerry Herbison, D.B.A., CFP®, ChFC, CASL, CLF March 2022 Dasarte Yarnway on Creating Space for Advisers with Tech By Danielle Andrus March 2022 Social Security Redo Strategies for 2022 By William Reichenstein, Ph.D., CFA March 2022 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
The Formula for Finding the Right Fit for Your Team By Gerry Herbison, D.B.A., CFP®, ChFC, CASL, CLF March 2022
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
