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 Selected Estate Planning Cases and the Lessons They Taught Us By George Urist, CFP®, and Courtney Arria, CFP® October 2023 October 2023: Stat Bank By Journal Staff October 2023 Essential Estate Planning for Young Adults By Philip Herzberg, CFP®, CDFA, CTFA, AEP, and Karl Schwartz, CPA, CFP® October 2023 Related Events FPA Austin Feb 20 Partner Roundtable Tue, May 21, 2024 Per Stirling's Offices - 4800 Bee Caves Road August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
Selected Estate Planning Cases and the Lessons They Taught Us By George Urist, CFP®, and Courtney Arria, CFP® October 2023
Essential Estate Planning for Young Adults By Philip Herzberg, CFP®, CDFA, CTFA, AEP, and Karl Schwartz, CPA, CFP® October 2023
August 21, 2024 Quarterly Education Meeting Wed, Aug 21, 2024 - Wed, Aug 21, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger
November 20, 2024 Quarterly Education Meeting Wed, Nov 20, 2024 - Wed, Nov 20, 2024 Santa Ana Elks Lodge - Off of 55 & Edinger