Journal of Financial Planning: November 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: November 2024 November 2024 More from this issue Serving Those Who Serve: Understanding Military Benefits and Financial Planning Opportunities By Cherie Stueve, Ph.D., CFP®, AFC, FFC, FBS October 2024 Designing Service Offerings with Client Motivations and Value Elements in Mind By Sergei N. Freiman November 2024 Cody Ward’s Journey of Discovering Who He Is By Journal Staff November 2024 Related Events 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 August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
Serving Those Who Serve: Understanding Military Benefits and Financial Planning Opportunities By Cherie Stueve, Ph.D., CFP®, AFC, FFC, FBS October 2024
Designing Service Offerings with Client Motivations and Value Elements in Mind By Sergei N. Freiman November 2024
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