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Los Angeles

Juan Ros, CFP® Presents on Charitable Giving to University Group

Juan Ros, CFP®, Financial Advisor, was a panelist on August 26 to an audience of the Cal State-Channel Islands Osher Lifelong Learning Institute (OLLI). Juan and two other panelists discussed various charitable giving strategies within the context of tax, estate, and financial planning considerations. In his practice, Juan works with families and business owners in all areas of financial planning, with a particular emphasis on philanthropic giving for clients who are charitably inclined.
Sep 07, 2021