Financial Education Workshops
Our PlanSmart® financial education series workshops may be conveniently located at the workplace to make it easy for employees to attend. The practical and straightforward information provided in each workshop is designed to help employees make informed financial decisions. If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.
Start with a Foundation–retirewise®
A four-part workshop series, retirewise offers comprehensive retirement education for all employees—regardless of age. A broad spectrum of financial and retirement related issues is covered in these two-hour sessions, including budgeting, investment principles, Social Security and estate planning. If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.
Building the Foundation—In the first retirewise workshop, employees will envision the retirement they want and how they will finance it based on current and future retirement trends. The workshop covers financial basics as well as the importance of tax diversification.
Creating and Managing Wealth—The second retirewise workshop examines how an employee may accumulate assets during working years. We look at investment strategies to manage market risk, including asset allocation, diversification, and portfolio rebalancing.
Establishing Your Retirement Income Stream—Building on what has been learned so far, the third workshop discusses how to prepare before retirement to generate income during retirement. Employees will learn how to use their assets to structure an income stream to address their wants and needs in retirement.
Making the Most of What You Have—In the final workshop, we review the benefits that your clients offer their employees to help provide a clear understanding of how they fit into their retirement plan. We round out the program by having employees start thinking about their legacy and review the basics of estate planning.
Continue to Build with Topical Workshops
Providing a range of workshops that address the diverse needs of your clients' employees is key to establishing a successful education program. Our one-hour topical workshops are designed to build on the foundation of the retirewise workshops, helping to aid employees of all ages in their financial decision making process and transition into retirement. If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.
Topical workshops span varying ages and career stage:
- Investing 101
- Smart Money Moves in Your 20's and 30's
- Understanding Life Insurance
- Employment Transition: Preparing for Change
- Estate Planning
- Investing 201
- Planning for College
- Tax Strategies
- Caring For An Aging Parent
- Get Retirement Ready
- Retirement Income Planning
- Understanding Retirement Healthcare
- Understanding Social Security
- Planning with Pride: A Closer Look at Estate Planning for the LGBT Community
- Three Special Needs Planning Workshops
- Women and Investing: Planning Your Financial Journey
Special Needs Planning Workshops
While the education we provide in our workshops is relevant to all employees, some employees may require more specialized planning assistance. Three workshops are available for those employees who have dependents and/or family members with special needs. These unique workshops are designed to help employees understand the legal and financial complexities of special needs planning, helping them secure a lifetime of care and quality of life for dependents, and peace of mind for caregivers. If employees determine they need more guidance, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.
Your Dependent With Special Needs: Making Their Future More Secure—This workshop is designed for caregivers of special needs dependents and covers the critical issues surrounding special needs planning. Taking steps now can help manage a loved one’s well-being today and tomorrow.
Sibling Workshop—This workshop is designed for those with a sibling with special needs. Estate Planning for a sibling with special needs takes special consideration. Taking on a role as caregiver requires planning; emotionally, financially, and legally to ensure the type of care and quality of life their sibling is accustomed to and deserves.
Family Dynamics Workshop—This workshop is designed for those who have a family member with special needs. It discusses the planning process, such as creating a team of family members and what role each person will play in their family member's future.
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.