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Los Angeles

Juan Ros, CFP®, Presents at Regional Gift Planning Conference

Juan Ros, CFP® gave a presentation on May 20 at the Planned Giving Round Table of Arizona's annual conference, followed by hosting an "Ask the Experts" session on May 21. Juan's presentation, "Why and How Financial Advisors Should Engage Clients in Philanthropy," continues Juan's mission to educate fellow advisors on charitable giving strategies for clients.
May 28, 2021