Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, has joined the board of directors of the National Association of Estate Planners and Councils (NAEPC). Juan's three-year term began January 1, 2024. Previously, Juan served as President for his local NAEPC chapter, the Conejo Valley Estate Planning Council, in 2019-2020. Learn more about NAEPC here: https://www.naepc.org/about/board/directors.
Jan 05, 2024