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Financial Education Workshops

Financial Education

PlanSmart® Financial Education Series
For Employees

Meet the needs of a diverse workforce with PlanSmart®, a comprehensive turnkey solution that can provide your clients' employees with the objective financial and retirement education they need and want-at no cost to your clients or their employees.

PlanSmart® provides employees with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations, and event driven guidance. Our holistic approach connects the workplace benefits your clients offer with their employees’ overall financial strategy-increasing benefits utilization, appreciation, and overall loyalty.

The program is available nationwide to help ensure all employees benefit from the same resources through a consistent message no matter where they are located. Our dedicated team will work closely with you and your clients to meet the needs of their company and employees, managing communications and logistics and providing program materials.

Your clients can take advantage of a wide range of financial education resources:

Financial Education

  • Retirewise®
  • Retirewise® Graduate
  • Topical Workshops
  • Special Needs Planning
  • Executive Services

Event Driven Guidance

  • Transition Solutions
  • Delivering the Promise®
  • Resource for Change℠

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment adviser, 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies.


Financial Education Guide

Use this guide to learn how financial education can round
out your wellness strategy.

Download Now

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