Juan Ros, CFP®, Partner at Forum Financial Management, LP, presented to two groups during the week of March 17. Juan appeared at the Spokane Estate Planning Council (SEPC) on March 18 to present "The Tax Cuts and Jobs Act: What's Next and Implications for Your Clients." Then on March 20, Juan presented "How to Think Like a Financial Planner - The Sequel" in Los Angeles to the Southern California Council of Charitable Gift Planners (SoCalCGP). Juan is a board member of the National Association of Estate Planners and Councils (NAEPC), of which SEPC is a member, and is past president of SoCalCGP.
Mar 21, 2025