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Los Angeles

Juan Ros, CFP® Presents to Exit Planning Institute Conejo Valley Chapter

Juan Ros, CFP®, CEPA®, financial advisor with Forum Financial Management, presented to the Exit Planning Institute Conejo Valley Chapter at the Chapter's August 19 meeting. Juan and co-presenter Vida Jatulis, CFP®, CEPA®, discussed "When Philanthropy and Exit Planning Intersect: Tools, Tips, and Strategies," outlining ways in which business owners can incorporate charitable giving into a business exit. In Juan's planning practice, he advises high-net-worth families and business owners, using his expertise in philanthropic strategies with his charitable clients.
Aug 20, 2021