Journal of Financial Planning: June 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: June 2023 June 2023 More from this issue Streamlining Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise By Eric T. Ludwig, CFP®, and Chet R. Bennetts, CFP®, CLU, RICP, CLF June 2023 Chatbot Bebop By Danielle Andrus June 2023 Increasing After-Tax Legacy for the Next Generation by Coordinating Beneficiary Designations and Estate Plans By Roger Young, CFP® June 2023 Related Events February 2025 Quarterly Education Meeting Wed, Feb 19, 2025 - Wed, Feb 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger 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
Streamlining Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise By Eric T. Ludwig, CFP®, and Chet R. Bennetts, CFP®, CLU, RICP, CLF June 2023
Increasing After-Tax Legacy for the Next Generation by Coordinating Beneficiary Designations and Estate Plans By Roger Young, CFP® June 2023
February 2025 Quarterly Education Meeting Wed, Feb 19, 2025 - Wed, Feb 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
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