Take your financial wellness to the next level with Legacy Financial Strategies.
What is Futureproofed?
Futureproofed is a workplace education program designed with employees in mind. It’s here to help you make the most of your benefits and feel confident about your financial future. Through this program, you’ll have access to experienced CERTIFIED FINANCIAL PLANNER® professionals who provide personalized guidance on topics like retirement planning, choosing the right investments, and understanding tax strategies.
Futureproofed offers a variety of learning opportunities, including webinars, on-site workshops, and one-on-one consultations. Whether you’re planning for retirement, managing debt, or just want to make smarter financial decisions, Futureproofed gives you the tools and advice you need to achieve your goals. It’s about making your financial future less stressful and more secure.
How does it work?
IPC has partnered with Legacy Financial Strategies to provide direct access to CERTIFIED FINANCIAL PLANNER® practitioners so you can get your financial questions answered by an expert. Legacy’s advisors act in a fiduciary capacity, do not work on commission, and have no products to sell.
Where can I get answers to my financial questions?
IPC employees will have access to webinars conducted by Legacy on various topics. They will also be available on-site for workshops, consultations by appointment, and open hours for “stop-in” questions at no cost.
You may also engage more formally for financial planning or investment management. Legacy discounts their flat-fee financial planning costs as described below for IPC employees.
View the FAQ’s Under Two Video Series
View Other Frequently Asked Questions
Request a Free Consultation
Visit Our Blog
Your Personal Financial Website
All Futureproofed employees have free access to their own eMoney portal. This site allows you to create your own financial headquarters and begin mapping out your journey toward any financial goal.
How to Take Full Advantage of the Futureproofed Benefit at IPC
For those employees who find they need custom-tailored financial planning that is more in-depth than the information provided to the general employee population, Legacy offers these services at discounted rates due to your affiliation with IPC.
Legacy Next
For clients just starting out or who prefer minimal face-to-face interactions, we offer Legacy Next, discretionary investment management, access to online planning tools and advice, and waived account minimums. Legacy Next is available for account sizes between $5,000 and $500,000.
