Journal of Financial Planning: October 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2023 September 2023 More from this issue October 2023: Stat Bank By Journal Staff October 2023 Selected Estate Planning Cases and the Lessons They Taught Us By George Urist, CFP®, and Courtney Arria, CFP® October 2023 No Boundaries Leadership By Barbara Kay, LPC, RCC, TIPC October 2023 Related Events FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
Selected Estate Planning Cases and the Lessons They Taught Us By George Urist, CFP®, and Courtney Arria, CFP® October 2023
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh