Journal of Financial Planning: April 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: April 2025 April 2025 More from this issue Understanding the Unauthorized Practice of Law in Estate Planning: What It Is, How to Navigate it, and the Role of Technology By David Haughton, J.D., CPWA April 2025 The Power of Planning By Danielle Andrus April 2025 Working Toward a Shared Vision By Danielle Andrus April 2025 Related Events May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 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
Understanding the Unauthorized Practice of Law in Estate Planning: What It Is, How to Navigate it, and the Role of Technology By David Haughton, J.D., CPWA April 2025
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
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