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Educating the Next Generation

Jennifer Hodson, CFP®, RICP® | April 12, 2021

I recently had a conversation with Robert Wermuth, about educating the next generation on financial matters. If you want to teach your kids how to manage money, tie it to a milestone event. These are the types of educational discussions we have with our client’s children as they turn 16, graduate college, etc..

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Jennifer Hodson came to Legacy Planning in 2013, bringing with her over twenty years of industry experience in banking, investment management and trust services. Jennifer has the ability to consult on a variety of financial items including insurance, investment management, estate planning, and retirement income strategies.

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