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Structure and Manage the Right Retirement Plan for Your Business ft. Brendan Speers

Legacy Listens Episode #14

Employers want to establish a retirement plan that is best suited for their employees. A plan that maximizes employee contributions, enhances retirement security while also enhancing the owners’ savings. In this episode,  Rob Wermuth and  Brendan Speers, Legacy’s Director of Retirement Plan Services, discuss what business owners should consider to ensure the right retirement plan structure for their company. 

Find us on Spotify and Apple podcast. Subscribe to “Legacy Listens” today. 

Click here for the Legacy Listens podcast

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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