Journal of Financial Planning: November 2023 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: November 2023 November 2023 More from this issue How Financial Planners Can Help Female Clients Build Financial Independence By Lindsey McKay, CFP® November 2023 Adviser Well-Being: The Bigger Picture By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. November 2023 Mastering Emotional Client Conversations as a Financial Planner By Jennifer Gray November 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
How Financial Planners Can Help Female Clients Build Financial Independence By Lindsey McKay, CFP® November 2023
Adviser Well-Being: The Bigger Picture By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D. November 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