Journal of Financial Planning: March 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2023 March 2023 More from this issue The SECURE 2.0 Act Offers Many Planning Opportunities for Retirement Savers By Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Julie Welch, CFP®, CPA/PFS, AEP March 2023 March 2023: Stat Bank By Journal Staff March 2023 What’s in Store for Crypto Regulations? By Ivory Johnson, CFP®, ChFC March 2023 Related Events FPA MI | Lunch & Learn Webinar March 2025 Thu, Mar 13, 2025 Virtual through Zoom 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
The SECURE 2.0 Act Offers Many Planning Opportunities for Retirement Savers By Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Julie Welch, CFP®, CPA/PFS, AEP March 2023
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger