Month / Theme / Possible topics to be covered
January / Eldercare / Eldercare abuse detection and prevention; understanding FINRA Rule 2165 and amended Rule 4512 (effective Feb. 5, 2018); managing health care costs for elderly clients
February / College Funding / Helping clients navigate the intricacies of higher education financial aid, grants, loans, and financing options
March / Technology / Emerging technology for planners and clients; technology adoption and integration
April / Estate Planning / New or overlooked estate planning issues and strategies and their impact on the financial planning process
May / Behavioral Finance / Behavioral finance concepts and implications on the financial planning process
June / Trends in Investing / Insight on the latest investing strategies and products per the annual JFP Trends in Investing Survey, including SRI/ESG, ETFs, and alternative investments
July / Marketing / Effective marketing strategies and techniques for social media, video, online, and print campaigns
August / Regulatory Update/
Fiduciary Issues / Regulatory updates on the pending DOL fiduciary rule, including possible implications on business models, 401(k) plan administration, and compliance
September / Client Trust and Communication / Effective client communication skills; creating client-centered relationships; empathy and trust-building techniques
October / Next Generation
of Planners and Clients / Opportunities for the next generation of planners; how best to serve the next generation of clients; succession planning, and the role/responsibility of the next generation to further the profession
November / Tax Planning / Updates on the latest tax legislation and Tax Court rulings that impact the financial planning process
December / Future of the Profession / Internal and external forces/trends driving the future the profession; new business models and client servicing systems
December / Best of the Journal, 2018
(special digital edition) / Staff picks for the best columns, thought leadership, practice management, and technical research-based articles published in 2018
* Calendar is subject to change without notice.