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 FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit FPA MI | Lunch & Learn Webinar May 2025 Tue, May 13, 2025 Virtual through Zoom
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
FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm