Journal of Financial Planning: November 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: November 2025 November 2025 More from this issue Categorizing Financial Wellness into Meaningful Quadrants By Sonya Lutter, Ph.D., CFP®, LMFT, and Van Dinh, Ph.D. November 2025 Why Should RIAs Consider Diversity When Succession Planning? By Richard Chen November 2025 Four Criteria for Goals-Based Insurance Planning By Anne Jones November 2025 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 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
Categorizing Financial Wellness into Meaningful Quadrants By Sonya Lutter, Ph.D., CFP®, LMFT, and Van Dinh, Ph.D. November 2025
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
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