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Juan Ros, CFP®, Presents to Financial Planners on Philanthropy

Juan Ros, CFP®, was the presenter at the Financial Planning Association's Business Success Knowledge Circle on February 9. Juan's presentation, "Making Philanthropy a Part of Your Planning Practice," outlined how financial advisors can incorporate charitable planning to set themselves apart among clients and prospects. In his own advisory practice, Juan leverages his prior 11-year career as a non-profit gift planner to advise clients on how best to meet philanthropic and financial goals.
Feb 12, 2021