Journal of Financial Planning: May 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: May 2024 May 2024 More from this issue The Mindful Adviser: Integrating Polyvagal Theory and Neuroception for Financial Success By Geoffrey VanderPal, Ph.D., D.B.A., CFP®, CLU, CTP, CSCP, SHRM-CP/SCP, PMP, and Dr. Randy Brazie, M.D., SEP May 2024 Why Advisers Need the Humanity of Money By Preston D. Cherry, Ph.D., AFC, CFT-I, CFP® May 2024 Measuring Financial Well-Being: Creative Metrics for a Customized Approach By Brittany Brinckerhoff May 2024 Related Events August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
The Mindful Adviser: Integrating Polyvagal Theory and Neuroception for Financial Success By Geoffrey VanderPal, Ph.D., D.B.A., CFP®, CLU, CTP, CSCP, SHRM-CP/SCP, PMP, and Dr. Randy Brazie, M.D., SEP May 2024
Measuring Financial Well-Being: Creative Metrics for a Customized Approach By Brittany Brinckerhoff May 2024
August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger