Journal of Financial Planning: February 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2022 February 2022 More from this issue Harnessing Cognitive Biases for Client Benefit By Barbara Kay, LPC, RCC, TIPC February 2022 How Clients with SRI Portfolios Uniquely Struggle with Trading Decisions By Rafael Bernard, CFP® February 2022 Rising Healthcare Costs Are a Rising Concern By Bridger Cummings February 2022 Related Events August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
How Clients with SRI Portfolios Uniquely Struggle with Trading Decisions By Rafael Bernard, CFP® February 2022
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
