Journal of Financial Planning: March 2026 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2026 March 2026 More from this issue Closing the Advice Gap: Technology Interactions in the Financial Capability–Wellness Relationship By Lena Gan Ph.D., CFP®, CIMA; Karleah Harris, Ph.D., and Sara Kay March 2026 Difficulties with Goal-Based Financial Planning: Humans Are Not Good at Goals By Brendan Pheasant, CFP®, ChFC, and Meghaan Lurtz, Ph.D. March 2026 March 2026: Stat Bank By Journal Staff March 2026 Related Events 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 November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
Closing the Advice Gap: Technology Interactions in the Financial Capability–Wellness Relationship By Lena Gan Ph.D., CFP®, CIMA; Karleah Harris, Ph.D., and Sara Kay March 2026
Difficulties with Goal-Based Financial Planning: Humans Are Not Good at Goals By Brendan Pheasant, CFP®, ChFC, and Meghaan Lurtz, Ph.D. March 2026
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
November 2026 Quarterly Education Meeting Wed, Nov 18, 2026 - Wed, Nov 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger