Skip to main content
Los Angeles

Juan Ros Presents on Legacy Giving to Donors

Juan Ros, CFP®, Financial Advisor with Forum Financial Management in Thousand Oaks, gave a presentation on August 9 to a group of donors for the non-profit organization Friends in Deed. Juan's presentation, "Making an Impact Through Legacy Giving," outlined the various ways in which someone can leave a legacy by including their most cherished causes in their estate plan. Friends in Deed, based in Pasadena, California, is an interfaith organization that provides supportive services to meet basic human needs, so our homeless and at-risk neighbors can rebuild their lives.
Aug 14, 2023