Juan Ros, CFP®, financial advisor with Forum Financial Management, presented at the Financial Planning Association (FPA) 2020 Annual Conference on October 1. Juan’s breakout session, “Making Philanthropy a Part of Your Financial Planning Practice,” provided fellow advisors with a tangible …
On Sept. 21-22, Juan Ros, financial advisor with Forum Financial Management, taught a cohort of charitable gift planners in Module 1 of the Certified Specialist in Planned Giving (CSPG) professional designation program. Module 1 covers all aspects of Financial Planning. …
Juan Ros, CFP®, financial advisor and philanthropic planning specialist with Forum Financial Management, was published in the Forum Knowledge blog. Juan’s article, “Estate Planning Using a Charitable Lead Trust,” highlights the significant leverage in gift and estate tax savings that …
Juan Ros, CFP®, Financial Advisor with Forum Financial Management, was a guest on the “Charitable Chit Chat with Cathy and Claire” podcast, a radio magazine-style podcast by and about philanthropy professionals hosted by planned giving and philanthropy expert Cathy Sheffield …
Juan Ros, CFP®, AEP®, CEPA, financial advisor with Forum Financial Management, was quoted in a recent story published at Marketwatch.com regarding the use of private equity in 401(k) accounts. You can read the full article here.…