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Los Angeles

Juan Ros, CFP® Presents on Financial Planning Trends

Juan Ros, CFP®, Financial Advisor with Forum Financial Management in Thousand Oaks, California, presented to an online audience of gift planners on March 8. The presentation, "The Five Key Financial Planning Trends That Will Impact Giving," identified those trends - including business succession, rising interest rates, and advanced tax planning - that will affect philanthropy the most in the near future. The presentation was hosted by the Planned Giving Design Center eCampus.
Mar 22, 2023