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Forecasting; 2nd in the Family Office Services Series

Robert Wermuth, CLU®, ChFC®, AIF® | February 1, 2021

We tend to think of a forecast as something that can change with the wind and only helps in making small talk with strangers.  But forecasts can be invaluable when trying to make informed decisions that impact your business or family.  I explain more in this video.

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Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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