"Financial education is so important in today's society, but I think people don't know where to go to get it...I think it's a great benefit...and I think LearnLux is a great platform that that is done on." - Stephanie, LearnLux member
Meet Stephanie, a LearnLux member who needed a financial plan after remarrying.
For HR and Benefits teams, Stephanie's story highlights the holistic impact of the LearnLux financial wellbeing program. Stephanie uses LearnLux's financial education lessons to learn about a variety of topics, including wills. She plans on scheduling a call with a financial coach to continue creating her personalized financial plan.
Wish Stephanie, her husband, and their family luck as they move forward!
Hi, my name is Stephanie McCoy, [and] I'm here to share how learn Lux has improved my financial decision-making and what I'm getting out of the platform.
I have been remarried within the last few years and my husband and I both have children from previous marriages. So we knew we needed to get our finances in order, get our Wills in order, and there's a lot of questions that we have had that we just don't know who to ask, don't have someone necessarily trust, and don't have all the expertise that is needed for an entire financial plan.
But I found that the LearnLux platform has videos and information and links to all different kinds of stuff that is sometimes difficult to find out there in the real world, because a lot of it is biased [and] a lot of advisors are trying to get you to buy certain products. LearnLux to me is a great platform because it offers independent financial information. I'm looking forward to setting up an appointment with a financial advisor through LearnLux, because we've recently gotten some cash from the sale of a home that we need to invest and I just want to find somebody who is neutral and can give me advice without trying to sell me a product.
So, I appreciate the LearnLux platform and like I said, financial education is so important in today's society, but I think people don't know where to go to get it. So I think it's a great benefit, that's offered to employees of a lot of companies, and I think LearnLux is a great platform that that is done on. Thank you so much, have a great day.
Thank you to Stephanie for sharing her story!
