Lunch & Learn for Professional Advisors

Key Financial Planning Trends that Will Impact Giving

With Juan Ros

As the world of financial planning evolves, we will explore key trends that will have the greatest impact on philanthropic giving such as business succession rising interest rates, and advanced tax planning.

Juan Ros, CFPB, AEP&, CSPG, CEPA, is a Financial Advisor with Forum Financial Management in Los Angeles, California. He works closely with legacy-minded families and business owners to enhance, protect, and help transfer their wealth, particularly when charitable planning is involved.

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