Sara Hobbs, of Forecastle Financial, joins us for our next Ask an Expert podcast, addressing the financial pain points Estate Managers encounter in their roles.

Sara brings decades of experience supporting high-net-worth individuals and their management teams through Forecastle Financial, a virtual advisory firm offering Personal CFO and account management services tailored to private households.

In this 30-minute session, we’ll ask Sara your questions about your role as a financial manager. Email or DM us your questions and join us live for the recording June 17 at 7:30 PM.