IPC has been LaunchEd
What is LaunchEd?
For HR teams, executives, and employees seeking clarity and confidence in their financial future, LaunchEd by Legacy is a dynamic financial education program that empowers individuals, from employees to executives, at every career stage with actionable knowledge, personalized guidance, and proven tools. Unlike generic workplace programs, LaunchEd combines Legacy Financial Strategies’ expert CFP® professionals with a tailored approach to financial literacy, equipping participants to make informed decisions and drive long-term success—both personally and professionally.
Flexible Delivery, Personalized Support
LaunchEd delivers financial education with a flexible, tailored approach designed to meet the unique needs of your workforce:
Interactive Group Sessions
Expert-led workshops on topics like retirement planning, tax strategies, and annual enrollment benefits, conducted in-person or virtually. These sessions can take the form of traditional workshops, informal Morning Coffee gatherings, or Lunch & Earn events, where coffee or lunch is provided on-site.
Discounted Financial Planning Services
Employees at LaunchEd companies receive exclusive discounts on comprehensive financial planning services. In addition, many organizations choose to further subsidize these fees as an added benefit, providing employees with access to expert guidance at a reduced cost.
Objectivity
As fee-only fiduciary advisors, our experts prioritize education and guidance, offering unbiased support without selling products or investment vehicles.
Comprehensive Financial Education for Your Workforce
Our CFP® practitioners guide participants through a range of essential financial topics, tailored to meet the unique needs of employees at every career stage and your organization’s goals.
- General 401(k) Education and Investment Selection
- Pre-tax vs. Roth IRA and Retirement Planning Strategies
- Annual Enrollment Benefits Reviews (Including Health and Wellness Options)
- Tax Savings Strategies, Including HSAs, FSAs, and Deferred Compensation Plans
- Social Security, Medicare, and Estate Planning Guidance
- Advanced Executive Compensation: Stock Options, RSUs, and Deferred Compensation
Every session is designed to provide actionable insights that empower employees to make confident financial decisions.
Integrated Psychiatric Constultants has partnered with Legacy Financial Strategies to provide streamlined access to timely information in the form of both live and recorded webinars. Tailored to meet the needs of IPC employees, these events are accessible when and where you’d like to view them and always include a Q&A period with CERTIFIED FINANCIAL PLANNER® professionals.
Your Personal Financial Website
All LaunchEd 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 LaunchEd 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.
