Futureproofed
You’ve already done the hard part.
You’ve established a competitive benefits package and hired the right people. But do your employees know how to take full advantage of your programs?
Our CERTIFIED FINANCIAL PLANNER™ practitioners can bridge the gap between broad benefit choices and personalized strategies. More and more, elite employers are discovering one of the major keys to employee satisfaction: benefits with an explanation, and experts to explain the impact of their selections.
Futureproofed, Legacy’s workplace education program empowers your employees to maximize their benefits while putting your generosity on display. We’ll guide your participants on a variety of topics including:
- Retirement Program Choices
- Investment Selection
- Group Medical/Life/DI Coverage Options
- Coordination of Dual-Earner Benefits
- Tax Savings & HSA’s/FSA’s
- Group Legal Plans/Estate Planning
- Stock Options & RSU’s
- Executive Compensation/Deferred Comp
Employees who understand what they have — and how to make it work for them — are connected to your company on a deeper personal level. That’s Futureproofed.
What’s included
Lunch & Earn Educational Series
Our CFP® practitioners provide lunch on-site and offer valuable advice in a group atmosphere. This is often the first time employees learn what they might be missing. All Lunch & Earn materials are approved by HR prior to presentation. As your needs and demographics dictate, we’re happy to cover the subject matter that’s relevant to your group. Some popular choices include:
- General 401(k)
- Pre-tax vs. Roth IRA
- Getting Started: Budgeting, Early Bird Economics, Common Mistakes & Solutions
- Annual Enrollment Benefits Review & Updates (including Health & Wellness)
- Tax Strategies
- Retirement Readiness
- Social Security & Medicare Strategies
- Estate Planning
- Executive Compensation Strategies
Morning Coffee
Not all good advice has to be “by appointment.” We’re there when it’s convenient. Popular with many of our partners, Morning Coffee puts us where and when you need us. We bring the fresh brew; your employees bring their questions. For those not comfortable asking in front of a group, this format may be more their speed.
Customized Employee Discounts
For those employees needing more formal or long-term advice, Legacy discounts our standard financial planning fees for anyone employed at a Futureproofed company. Nevertheless, some employers choose to cover a portion of our personal financial planning fees as a benefit to all, while some reserve the option for executives only. The decision is yours.
Objectivity
Our CFP® practitioners have no product or investment vehicle to sell. In fact, as fee-only fiduciary advisors, their role is that of consultant and educator.
Your employees’ financial wellness and peace of mind is our top priority.
Legacy’s Futureproofed series creates a partnership that brings personal impact to your benefits program.
