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 Examining the Conventional Wisdom of Municipal Bond Investments and Use in Financial Planning By Timothy M. Todd, Ph.D.; Stuart Heckman, Ph.D.; and Maurice MacDonald, Ph.D. October 2023 The Future of Tax Planning: Leveraging Generative AI in High-Net-Worth Contexts By Dani Fava October 2023 AI: A Good or Evil in Building Rapport and Trust? By Michael Kothakota, Ph.D., CFP®, and Sonya Lutter, Ph.D., CFP®, LMFT October 2023 Related Events August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
Examining the Conventional Wisdom of Municipal Bond Investments and Use in Financial Planning By Timothy M. Todd, Ph.D.; Stuart Heckman, Ph.D.; and Maurice MacDonald, Ph.D. October 2023
The Future of Tax Planning: Leveraging Generative AI in High-Net-Worth Contexts By Dani Fava October 2023
AI: A Good or Evil in Building Rapport and Trust? By Michael Kothakota, Ph.D., CFP®, and Sonya Lutter, Ph.D., CFP®, LMFT October 2023
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger