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 How to Incorporate ESG Investing into Your Practice By Peter Lazaroff, CFA, CFP® June 2024 Related Events May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 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
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
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 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