ABOUT THIS TALK
What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation.
The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs, Forecastle Financial is a virtual advisory firm that provides Personal CFO and account management services
In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping
Are you starting to gather your holiday decor? Can you easily get your hands on last year's favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!
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