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 February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 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
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
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