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 2025 FPA DFW Conference Thu, Feb 13, 2025 Irving Convention Center 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit
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