Journal of Financial Planning: March 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2024 March 2024 More from this issue Answers to Clients’ Most Taxing Education Questions By Randy Gardner, J.D., L.L.M., CPA, CFP®, AEP - Distinguished; Julie Welch, CPA, PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2024 Implementing Strategic Client Segmentation By Charesse Spiller March 2024 Build Your Business by Building Relationships: Five Best Practices for Strategic Networking By Kristine McManus March 2024 Related Events 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center 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
Answers to Clients’ Most Taxing Education Questions By Randy Gardner, J.D., L.L.M., CPA, CFP®, AEP - Distinguished; Julie Welch, CPA, PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2024
Build Your Business by Building Relationships: Five Best Practices for Strategic Networking By Kristine McManus March 2024
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