Journal of Financial Planning: December 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: December 2023 December 2023 More from this issue Widow Tax Hit Debunked By Edward F. McQuarrie December 2023 Insights from FPA Annual Conference 2023: Dealing with Loss, Long-Term Care, and Reverse Mortgages By Alexandra Armstrong, CFP®, CRPC December 2023 EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023 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
Insights from FPA Annual Conference 2023: Dealing with Loss, Long-Term Care, and Reverse Mortgages By Alexandra Armstrong, CFP®, CRPC December 2023
EB-5 Investors Are Seeking the American Dream and a Financial Planner to Help Them Reach It By Jenny Zhan, CFA December 2023
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