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Legacy Listens Podcast

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October 25, 2025
Business Transition Planning, Family Office Services, Succession Planning

Beyond the Exit: Videos & Resources

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

September 30, 2025
Family Office Services, Video

#4-Family Office Service Video Series: Strategy Setting

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

September 30, 2025
Family Office Services, Video

#3-Family Office Service Video Series: Advisor Team Meeting

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

September 30, 2025
Family Office Services, Video

#2-Family Office Service Video Series: Forecasting

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

September 30, 2025
Family Office Services, Video

#1-Family Office Service Video Series: Comprehensive Summary of Data

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

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