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 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
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
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger