Juan Ros, CFP®, partner at Forum Financial Management, LP in Scottsdale, Arizona and Thousand Oaks, California, presented to an online audience of over 300 professional fundraisers on July 31. The presentation was titled "The Five Financial Planning Trends That Will Impact Giving" and was hosted by The Stelter Company, a planned giving marketing firm based in Des Moines, Iowa. In his advisory practice, Juan specializes in working with wealthy clients who are charitably inclined.