Making Philanthropy a Part of Your Financial Planning Practice

When:  Feb 9, 2021 from 3:00 PM to 4:00 PM (ET)
The February 2021 Business Success Knowledge Circle will be held on Tuesday, February 9th at 3 pm ET.

Guest speaker Juan Ros with Forum Financial Management will be presenting, "Making Philanthropy  a Part of Your Financial Planning Practice."

In this session, Juan 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.

Key Takeaways:
  • 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 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. 

Please note, this Knowledge Circle will run a little different.  The registration link will take you to our new Learning Management System at  You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.