Journal of Financial Planning: March 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2025 March 2025 More from this issue Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025 An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025 Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025 Related Events FPA Austin April 21 Lunch Meeting Tue, Apr 21, 2026 Austin Country Club FPA MI | Lunch & Learn Webinar May 2026 Thu, May 14, 2026 Virtual through Zoom FPA Austin May 19 Members and Partners Only Lunch Meeting at Dimensional Tue, May 19, 2026 Dimensional, 6300 Bee Cave Road, Bldg One, Austin 78746, 11:15 am-1:00 pm
Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025
An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025
Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025
FPA Austin May 19 Members and Partners Only Lunch Meeting at Dimensional Tue, May 19, 2026 Dimensional, 6300 Bee Cave Road, Bldg One, Austin 78746, 11:15 am-1:00 pm