Journal of Financial Planning: December 2022 WHO: Keith Ferrazzi Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2022 December 2022 More from this issue Why—And How—Planners Need to Audit Their Tech Stack By Charesse Spiller December 2022 Opening the Door: Welcoming Students and Career Changers to Financial Planning By Daniel Yerger, CFP®, ChFC, AIF, CDFA December 2022 Always Be Hiring: The Three Essential Skills for Building the Right Team By Gerry Herbison, DBA, CFP®, ChFC, CASL, CLF December 2022 Related Events 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit 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
Opening the Door: Welcoming Students and Career Changers to Financial Planning By Daniel Yerger, CFP®, ChFC, AIF, CDFA December 2022
Always Be Hiring: The Three Essential Skills for Building the Right Team By Gerry Herbison, DBA, CFP®, ChFC, CASL, CLF December 2022
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