Juan Ros, CFP® presented three times to different audiences the week of April 26. On April 27, Juan presented "How to Become a Financial Advisor in Three Easy Steps" to an undergraduate class of financial planning students at California Lutheran University. On April 28, Juan discussed social impact and sustainability investing trends on a panel for the Western Regional Planned Giving Conference. And on April 29, Juan presented "Smart Giving in 2021" for the Environmental Defense Fund to an audience of donors.
May 04, 2021