Journal of Financial Planning: November 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: November 2022 November 2022 More from this issue Could Employee Resource Groups Be Right for Your Firm? By Ana Trujillo Limón November 2022 Show Up for Your Community, with Pam Capalad, CFP®, AFC By Hannah Moore, CFP® November 2022 The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital By Leon Chen, Ph.D., FRM; Sophia Duffy, J.D., CPA; and Daniel Hiebert, Ph.D., CFP® November 2022 Related Events FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital By Leon Chen, Ph.D., FRM; Sophia Duffy, J.D., CPA; and Daniel Hiebert, Ph.D., CFP® November 2022
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
