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Financial Planning Through Ayco5
Navigating everyday money matters and planning for the future can be challenging, especially when you’re trying to balance competing financial priorities. So why do it alone? Connect with an Ayco financial coach to get
your questions answered and make progress toward your financial goals, one step at a time. The Ayco financial planning service is completely confidential and available at no charge to all Latham & Watkins employees.
Ayco Services Include:
One-on-One Financial Coaching by Phone
Ayco coaches can offer guidance on topics including cash flow and debt management, investing and retirement planning (including your 401(k) Plan account), education funding, estate planning, evaluating benefit options, insurance, federal income taxes, Social Security, planning for change, and more.
You can speak with an Ayco financial coach Monday through Friday from 9:00 a.m.–5:00
p.m. ET, and coaches are available for evening appointments Monday through Thursday from 5:00 p.m.–8:00 p.m. ET on appointment.
• Call a coach at +1.866.416.1497.
• Schedule a coaching appointment in advance by visiting ayco.com/login/lw. (first-time users should click on the New User? Register here link to set up your account.) Once you’re logged in, click on the Coaching tab to make a phone appointment.
• Ayco coaches typically schedule 3-4 weeks out, sometimes slightly longer when demand is high.
Digital Tools to Manage Your Financial Life
Knowledge is power. Use Ayco’s digital tools to help build your financial future. Register for access to Ayco’s digital tools by visiting ayco.com/login/lw, and click on the New User? Register here. link to set up your account.
• Find out where you stand—after logging into
the Ayco website, complete the short financial wellness assessment, and get a personalized, step-by-step plan for reaching your financial goals.
• Manage your financial life—use the Ayco360 tool to link your bank, credit card, 401(k), and other financial accounts in a consolidated dashboard. Track spending, monitor your investments, run financial reports, and more.
• Be money savvy—visit the Ayco Learning Center to explore interactive content, including calculators, short videos, and worksheets on a range of financial topics.
While Latham & Watkins LLP (“the Firm”) has chosen Ayco to be the provider for this benefit and believes Ayco is a high quality and reputable provider of these services, the Firm does not warrant or guarantee that, nor does the Firm endorse any specific financial advice Ayco may offer. You may choose to consult Ayco’s advice, or to consult the advice of another financial advisor, or not to consult any financial advisor at all. It is your responsibility to evaluate any advice you receive from Ayco and to make your own decisions about what advice to take and what advice to reject. In any event, the Firm expressly disclaims all liability for financial advice you receive from Ayco. Using Ayco’s services will also require you to agree to certain standard terms and conditions. The Firm is not acting as your attorney with respect to such terms, nor is it providing you legal advice regarding them.
The section “Financial Planning Through Ayco” was provided by Ayco and Latham & Watkins and is not affiliated with, sponsored by, or endorsed by Schwab Retirement Plan Services, Inc. or any of its affiliates. Schwab Retirement Plan Services, Inc. has not reviewed any description of this service, and makes no representation of the service or the manner in which it is presented herein.
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