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 Team Building to Ease Tax Season Burdens By Claire Thornton, CFP®, EA March 2025 Efficient Hiring with Case Studies By Peter Parlapiano, AEP, EA, CFP®, ChFC March 2025 A Legacy of Planning By Danielle Andrus March 2025 Related Events August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger