Journal of Financial Planning: September 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: September 2025 September 2025 More from this issue Meet the Researchers By Journal Staff September 2025 Exploring Planner Pain Points and Client Crises in the ‘Psychology of Financial Planning’ By Megan McCoy, Ph.D., LMFT, AFC, CFT; Billy Spencer, CFP®, TPCP, FBS, CFT; Blake Gray, Ph.D., CFP®; Shane Heddy, FBS; and Donovan Sanchez, CFP® September 2025 Derek Notman, CFP®, on Forging Your Own Path By Journal Staff September 2025 Related Events 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 August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
Exploring Planner Pain Points and Client Crises in the ‘Psychology of Financial Planning’ By Megan McCoy, Ph.D., LMFT, AFC, CFT; Billy Spencer, CFP®, TPCP, FBS, CFT; Blake Gray, Ph.D., CFP®; Shane Heddy, FBS; and Donovan Sanchez, CFP® September 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
August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger