FPA and LifeCare Partner to Educate Millions of American Workers, Support Work-Life Balance
DENVER – The Financial Planning Association® (FPA®), the leading professional association for Certified Financial Planner™ (CFP®) professionals, and LifeCare, a leading provider of work-life services, is pleased to announce the establishment of a strategic partnership that will educate and empower millions of American workers to take control of their finances.
The partnership will bring FPA generated content to LifeCare’s clients in an effort to create an education hub on LifeCare’s platform. The partnership will also include initiatives that will provide LifeCare members with an efficient resource center for a spectrum of financial services to support life events with effective cash flow management, whether saving for college or buying a new home in addition to one-on-one interaction with CFP® professionals when desired, to help members address personal financial planning challenges.
“FPA is proud to partner with LifeCare to help American workers receive the financial planning education and guidance they need,” said FPA Executive Director and CEO Lauren M. Schadle, CAE. “By working with LifeCare, FPA is able to align its expertise and network of CFP® professionals with a national provider of work-life services. While creating stronger recognition of FPA, we will also be in a position to potentially educate and assist millions of Americans with the resources they need to achieve financial security.”
The partnership calls for the implementation of several additional key 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.
“Our LifeCare members look to us for access to objective guidance, tools, calculators and tips to help them manage their stressful financial situations,” said Peter Burki, CEO of LifeCare. “As we are continuously committed to strengthening our member offerings, we are thrilled to partner with the Financial Planning Association. Our extensive services save our members time, money and help them to build a strong, sound financial standing by connecting them with high quality providers nationwide.”
LifeCare, based in Shelton, CT, serves 60 million American workers in more than 61,000 companies across the country in a wide range of categories, including financial, consumer, manufacturing, government, media, healthcare, and others.
About the Financial Planning Association
Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 23,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One ConnectionTM to tools and resources for professional education, business success, advocacy and community, FPA has become an indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.
LifeCare, a leading provider of work-life services for over 30 years, saves employees time and money with personal life needs—child and adult care, legal and financial issues, health, and everyday responsibilities—so they are more focused and productive at work. In doing so, we help employers reduce absenteeism and improve employee engagement, focus and loyalty. Today, more than 60 million members are eligible for LifeCare’s services through more than 61,000 of the largest private and public sector employers and resellers nationwide.