Life-Legacy Financial Counsel, Inc Provides Financial Literacy and Family Wellness Seminars.
A valuable gift and service to provide to children and grandchildren is financial education. Our seminars and private workshops provide children, teenagers, college students, graduates, etc with financial education. Our goal is to improve their financial literacy and prepare them for the life they will create and the world they will inherit. We help them understand financial markets, financial tools, and their own finances and financial behaviors. Through financial education in a fun and safe environement, we can increase the probability of them being financially independent and productive adults, without making all the common expensive mistakes that too many people think is a "rite of passage". The gift of a financial education seminar is an investment in their financial future, which they will appreciate their entire life.
Please contact our Concierge for more details about our Financial Education Seminars.
By design, in order to avoid conflicts of interest and violation of ERISA Safe Harbor statutes, we purposely do not provide financial consulting or investment management services to ERISA Trustees and financial education seminars to the same Trustee's (employer) employees (ERISA participants).
Through our education programs, employees receive financial education, personal advice, and potentially comprehensive financial planning services by a firm that is a fee-only provider of services with impartial analysis of the investments associated with their retirement plan.
We provide our services as a fiduciary in accordance with the Investment Advisors Act of 1940, The CFP Board of Standards, and the CFA Institute. We do not provide our services as an ERISA Fiduciary, which would cause a liability to the firm and invalidate the Safe Harbor educational exemptions of employers.
Our educational materials are provided through third party organizations, purposely designed to provide financial education, not a soliciation for any product or service.
Please contact a Life-Legacy Concierge about this valuable employee wellness service that increases employee productivity by 10% and complements the conversion and offerings of self-directed retirement plans and health savings accounts. As employers move away from "guaranteed benefit" arrangements, it is critical that the employees have the financial education and discipline to manage their own financial future.