Journal of Financial Planning: October 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2025 October 2025 More from this issue The Art of the Exit: How Motivational Interviewing Transforms Succession Planning Conversations By Christina Lynn, Ph.D., CFP®, AFC, CDFA, and Scott Luhnau, J.D., CTFA October 2025 The Beauty of Estate Plan Flexibility Under the One Big Beautiful Bill Act By Anne Rhodes October 2025 Fixed 30-Year Mortgage Rate Change Expectations By August A. Saibeni October 2025 Related Events February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
The Art of the Exit: How Motivational Interviewing Transforms Succession Planning Conversations By Christina Lynn, Ph.D., CFP®, AFC, CDFA, and Scott Luhnau, J.D., CTFA October 2025
The Beauty of Estate Plan Flexibility Under the One Big Beautiful Bill Act By Anne Rhodes October 2025
February 2026 Quarterly Education Meeting Wed, Feb 18, 2026 - Wed, Feb 18, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger