Journal of Financial Planning: October 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2024 October 2024 More from this issue Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024 The FPA Community Weighs in on Communication Frequency By Journal Staff October 2024 October 2024: Stat Bank By Journal Staff October 2024 Related Events FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024
FPA of the Triangle 23rd Annual Symposium Thu, Oct 30, 2025 - Thu, Oct 30, 2025 McKimmon Center, Raleigh
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger