News and Events

Cassandra on With Joe Show

Legacy Wealth Planning’s Cassandra Kozakis Stahl discusses her vision, financial literacy and the importance of planning and hits a hole in one!

Thank you to @iamjosephab and the Milk crew for featuring Cassandra on the With Joe Show!

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Legacy Wealth Planning’s Cassandra Kozakis Stahl, a successful graduate from Northwestern Mutual’s Fastrack Academy Class of 256 had the honor of presenting to the Fastrack Academy Class of 267 who represent future leaders and field leadership throughout the country this past September in Milwaukee.

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John Kozakis & Joe Burdi, founding partners of the Legacy Wealth Planning team proudly sponsored a wonderful afternoon of celebrating and empowering women attended by nearly 170 women held on April 14th at Fiddler’s Elbow Country Club.

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Joe Burdi & John Kozakis with New York Times best-selling author of “Left to Tell” Immaculee Illibagiza who is regarding as one of the world’s leading speakers on faith, hope and forgiveness shared her incredible story of survival in unthinkable circumstances and how she created a life that she could not have possibly imagined, positively influencing millions of people around the world.

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Legacy Wealth Planning friend & client, Gina Schneider, shared how she is achieving at the highest levels of Johnson & Johnson, a Fortune 500 company and how she has and continues to impact other women around her.


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Cassandra Kozakis of Legacy Wealth Planning shared her experience how a woman can enter into and excel in a heavily make dominated career with the right determination, support and vision.


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Laura Hutchison of Russell Investments dynamically presented the topics of empowering women and specifically taking control of their financial future.


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Joe Burdi and John Kozakis along with the event co-sponsors of Russell Investments Bill O’Malley, Regional Director, Advisor Solution and Laura Hutchison, Director of Business Solutions & Practice Management.


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WE'D LIKE TO SHARE SOME EXCITING NEWS!

The Legacy Wealth Planning team is proud to announce that Eric Marion, Legacy Wealth Planning’s Financial Advisor has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

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