Topic: Exit Planning for Business Owners: Incorporating Charitable Giving in a Succession Strategy (and Beyond)
Speaker: Juan Ros, CFP®, CSPG, AEP®, CEPA® is a Partner with Forum Financial Management, LP

Presentation:

While business owners need to be planning for the eventual transition of the business, most owners are not aware of charitable strategies that can play a role in the transition while also providing tax benefits and impacting our world. In this session, you will learn:

- The rationale for including charitable strategies within a succession plan
- The techniques available for making charitable gifts - before and after the transition closes
- Pitfalls to avoid in planning with charitable strategies
- Other non-charitable techniques to save taxes when planning and executing an exit
- Additional charitable strategies to consider outside the context of a business exit

Speaker’s bio: 
Juan Ros, CFP®, CSPG, AEP®, CEPA® is a Partner with Forum Financial Management, LP, an independent financial planning and investment management firm with offices nationwide and over $8 billion in assets under management. Prior to launching his financial advisory practice, Juan held various senior fundraising positions at the Ronald Reagan Presidential Foundation, Occidental College, and the ALS Association, helping to raise millions of dollars in current and deferred gifts.

Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved.

Juan serves on the board of the National Association of Estate Planners and Councils. He is an active member of the Financial Planning Association, the Central Arizona Estate Planning Council, the Exit Planning Institute, and the Arizona Charitable Gift Planners. He is past president of the Conejo Valley Estate Planning Council and the Southern California Council of Charitable Gift Planners.

Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Certified Specialist in Planned Giving designation, the Accredited Estate Planner® designation, the Certified Exit Planning Advisor® designation, and the Certified Value Growth Advisor® designation. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor of Arts degree from The Pennsylvania State University in State College, Pennsylvania.

A father of two, Juan resides in Phoenix, Arizona, with his wife Stacy and dog Sasha.

Contact Information:
(805) 409-3240 
direct e-mail: [email protected] 
Web: www.forumfinancial.com
LinkedIn: www.linkedin.com/in/juanros/