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Juan Ros, CFP®, Presents at Sacramento Estate Planning Forum

Juan Ros, CFP®, partner at Forum Financial Management, LP in Scottsdale, AZ and Thousand Oaks, CA, presented at the annual Sacramento Estate Planning Forum on May 30 held at the University of the Pacific McGeorge School of Law, hosted by the Sacramento Estate Planning Council. Juan's presentation was titled "Maximizing Impact: Year-Round (and Year End) Giving Strategies for Planners." In his advisory practice, Juan specializes in charitable planning for his philanthropic clients.
Jun 21, 2024