Journal of Financial Planning: September 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: September 2022 September 2022 More from this issue A Decade of Research in the Journal of Financial Planning (2011–2021) By By Jason Anderson, CFP®, CPA; Joanne C. Wu, CFP®, PFP; Ashlyn Rollins-Koons; Stephen Azaloff; Ruth McCaleb; Cheryl Rauh; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I September 2022 For Financial Planners By Danielle Andrus September 2022 Implications of SECURE Act 2.0 on Retirement Decumulation Strategies By William Reichenstein, Ph.D., CFA September 2022 Related Events FPA MI | Lunch & Learn Webinar March 2025 Thu, Mar 13, 2025 Virtual through Zoom 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
A Decade of Research in the Journal of Financial Planning (2011–2021) By By Jason Anderson, CFP®, CPA; Joanne C. Wu, CFP®, PFP; Ashlyn Rollins-Koons; Stephen Azaloff; Ruth McCaleb; Cheryl Rauh; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I September 2022
Implications of SECURE Act 2.0 on Retirement Decumulation Strategies By William Reichenstein, Ph.D., CFA September 2022
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