Journal of Financial Planning: March 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2025 March 2025 More from this issue Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025 An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025 Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025 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
Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025
An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025
Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025
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