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Business Success Knowledge Circle: Making Philanthropy a Part of Your Financial Planning Practice

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Includes a Live Event on 02/09/2021 at 1:00 PM (MST)

In this session, Juan Ros, CFP®, AEP®, CSPG, CEPA, CVGA, Financial Advisor with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, will provide advisors with a tangible action plan they can use to incorporate philanthropic planning into their advisory practice, attract more next-generation clients to their business, and empower existing clients to make the most of their planned giving efforts.

  • Develop a value proposition and retool your business model and client experience to position your advisory firm to be competitive within the philanthropic planning space
  • Understand key trends in the philanthropic planning space, and identify the specific services, strategies, and specializations necessary to foster a strong philanthropic planning business
  • Learn from real case studies to see philanthropic planning in action and discover tactics and key learnings to apply to your own practice

Juan Ros, CFP®, AEP®, CSPG, CEPA

Financial Advisor, Forum Financial

Juan Ros, CFP®, AEP®, CSPG, CEPA is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held gift planning and major gift positions at the Ronald Reagan Presidential Foundation and the ALS Association. He serves as President of the Conejo Valley Estate Planning Council and is an active member of ProVisors, the Financial Planning Association, the Exit Planning Institute, the Los Angeles Council of Charitable Gift Planners and a member of the editorial board for Planned Giving Today. 

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Business Success Knowledge Circle: Making Philanthropy a Part of Your Financial Planning Practice
02/09/2021 at 1:00 PM (MST)   |  60 minutes
02/09/2021 at 1:00 PM (MST)   |  60 minutes In this session, Juan Ros, CFP®, AEP®, CSPG, CEPA, CVGA, Financial Advisor with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, will provide advisors with a tangible action plan they can use to incorporate philanthropic planning into their advisory practice, attract more next-generation clients to their business, and empower existing clients to make the most of their planned giving efforts.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available