Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, presented a continuing education webinar to the XY Planning Network on October 23. Juan's presentation, "Making Philanthropy a Part of Your Financial Planning Practice," discussed tips and strategies for financial advisors to better incorporate charitable giving advice for clients. XY Planning Network is a platform for fee-only financial advisors who specialize in serving Gen X and Gen Y clients. In his wealth advisory practice, Juan works closely with families and business owners.
Oct 26, 2020