Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, was published in the December 2022 issue of the publication Planned Giving Today. Juan's article is entitled "The Planned Gift Eleven Years in the Making." In his advisory practice, Juan works with charitably-minded business owners and families to grow, protect, and transfer their wealth. Juan serves on the editorial board for Planned Giving Today and on the faculty for the American Institute for Philanthropic Studies. (Reach out to Juan for a copy of the article.)