Journal of Financial Planning: February 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2023 February 2023 More from this issue Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023 To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 2023 Observer: February 2023 By Journal Staff February 2023 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
Living in a Highly Litigious Society: Liability Protection for Your Clients and Yourself By HanNa Lim, Ph.D., CFP®, and Matthew Sommer, Ph.D., CFP®, CFA February 2023
To Best Connect with Clients, Connect with Yourself By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. February 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
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
