In this series, Legacy’s COO, Natalie Hodak sits down with Associate Partner & Senior Advisor, Jennifer Hodson, to uncover stories, insights, and knowledge about how she best works with clients.
What’s the impact of paying attention to every detail?
Join our COO and Partner, Natalie Hodak, as we explore real-life accounts of how meticulous planning can transform lives, like the incredible tale of Jennifer Hodson, CFP®, CEPA®, Associate Partner and Senior Advisor at Legacy Planning, a meticulous planner who discovered a massive discrepancy in Social Security benefits, resulting in an extra $1,000 per month for her clients. Don’t miss out on the captivating stories that reveal the impact of paying attention to every detail.
Unveiling the critical importance of Estate Planning.
Join our COO and Partner, Natalie Hodak as we explore the world of financial planning and delve into the often neglected realm of wills, healthcare directives, and power of attorney. Discover how Jennifer Hodson, CFP®, CEPA®, Associate Partner & Senior Advisor, guides her clients through the complex decisions, costs, and emotional challenges of estate planning. Don’t leave your loved ones in turmoil—take charge of your legacy today.
Discover the hidden taxes you may not know.
Join our COO and Partner, Natalie Hodak as we delve into the world of financial planning and uncover the importance of reviewing tax returns. Learn from Jennifer Hodson, CFP®, CEPA®, Associate Partner and Senior Advisor, as she uncovers critical issues, like income limits on Roth IRAs, and guides her clients towards a brighter financial future. Don’t miss out on the valuable details that could save you from penalties and maximize your retirement savings.
