Financial Confidence
Starts Here
Backed by decades of experience and trusted CFP® professionals, LaunchEd by Legacy offers tailored financial education for employees and executives, fostering confidence and driving success.
Financial Wellness That Works for Everyone
LaunchEd empowers employees to maximize their workplace benefits while showcasing your organization’s commitment to their well-being. Backed by CFP® practitioners and a fee-only fiduciary approach, LaunchEd ensures unbiased, actionable advice tailored to the unique needs of your workforce.
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. All materials are HR-approved in advance and customized for your organization.
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.
The Impact Of Financial Wellness On Your Organization
For Employees:
Reduced financial stress, improved decision-making, and increased productivity.
For HR Teams:
A standout benefit to attract and retain top talent.
For Executives:
Strategic tools for managing complex portfolios and optimizing wealth.
Take The First Step
Toward Financial Wellness
LaunchEd by Legacy is more than just financial education, it’s a strategic investment in your workforce’s well-being and your company’s success.
