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Juan Ros

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 and nonprofit marketing specialist Claire Meyerhoff. In the episode, Juan helps “bust” myths about planned giving. You can listen to the show on Spotify, iHeart, and Apple, or from the show’s website.


Author ProVisors

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