A new partnership will bring content from the Financial Planning Association (FPA) to clients of LifeCare, a company providing work/life services aimed at improving employee focus, productivity and loyalty.
The FPA content will be delivered through a new education hub being established on LifeCare’s client platform. The partnership also will include initiatives to provide LifeCare members with an efficient resource center for a spectrum of financial services to support employee decisionmaking during important life events. The goal is to help employees establish effective cash flow management and overall financial wellness while also making one-on-one interaction available with certified financial planners (CFPs).
“FPA is proud to partner with LifeCare to help American workers receive the financial planning education and guidance they need,” says FPA Executive Director and CEO Lauren Schadle. “By working with LifeCare, FPA is able to align its expertise and network of CFP professionals with a national provider of work/life services.”
Schadle says the partnership creates stronger recognition of FPA’s expertise and puts the firm in position to educate and assist millions of Americans with the resources they need to achieve financial security.
The partnership calls for the implementation of additional initiatives and programs that will be phased in throughout 2015. Among those initiatives is the integration of the FPA PlannerSearch program on the LifeCare platform to empower employees who desire professional financial planning expertise, with easy access to CFP professionals and a research project to study the retirement readiness and awareness of financial planning among American workers.
LifeCare, based in Shelton, Connecticut, serves 60 million American workers in more than 61,000 companies. More information is available at www.lifecare.com.