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 Multigenerational Retention: The Transparency Blueprint for the Next Generation By Mo Buckner; Nicholas Frederick, CFP®, CTFA; Congrong Ouyang, Ph.D.; and Cory Thompson, Ph.D. November 2025 From Gaps to Gains: How Financial Planners Can Support Women’s Wealth Journeys with Technology By Molly Weiss November 2025 Joy Slabaugh, CFP®, LACMH, on Aligning People and Portfolios By Journal Staff 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
Multigenerational Retention: The Transparency Blueprint for the Next Generation By Mo Buckner; Nicholas Frederick, CFP®, CTFA; Congrong Ouyang, Ph.D.; and Cory Thompson, Ph.D. November 2025
From Gaps to Gains: How Financial Planners Can Support Women’s Wealth Journeys with Technology By Molly Weiss 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