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 2025 FPA Houston Symposium Tue, Sep 23, 2025 The Junior League Connections that Count: A Networking Workshop for Emerging Advisors Wed, Sep 24, 2025 Pegasus Park 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center
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