Skip to main content
Los Angeles

Juan Ros, CFP® Published in "Planned Giving Today" Journal

Juan Ros, CFP®, financial advisor with Forum Financial Management in Thousand Oaks, California, was published in the February 2023 issue of the monthly journal Planned Giving Today. Juan's article, "Making Sense of SECURE Act 2.0," discusses the changes in retirement plans resulting from the new "SECURE Act 2.0" law and how those changes might impact charitable giving.
Feb 21, 2023