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Financial Education

Financial Education

Financial Education

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.

 

Retirewise® Graduate

An opportunity to expand offersings and provide continued financial and retirement education. Designed for employees who have attended the Retirewise series, this workshop provides a refresher of the key takeaways from each of the Retirewise sessions.

 

The workshop starts off with providing emplopyees with a quick and easy individual financial checkup exercise. Important topics are reviewed from tax diversification and asset allocation to income strategies and 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:

Early Career:

  • Investing 101
  • Love & Money: Financial Tips for Couples
  • Smart Money Moves in Your 20's and 30's
  • Understanding Life Insurance

Mid Career:

  • Estate Planning
  • Investing 201
  • Late Stage Planning for College: Exploring Fiancial Aid and Cash Management Solutions
  • Planning for College
  • Tax Strategies

Pre Retirement:

  • Caring For An Aging Parent
  • Get Retirement Ready
  • Retirement Income Planning
  • Retirement Roadblocks
  • Understanding Retirement Healthcare
  • Understanding Social Security

Specialty:

  • Employment Transitions: Preparing for Change
  • Making Sense of the Roth
  • Planning with Pride: A Closer Look at Estate Planning for the LGBT Community
  • Two 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. Two 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.

 

  • 10 Basic Financial Steps for Special Needs Caregivers-This workshop addresses 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. It covers critical issues such as applying for government benefits for Social Security and Medicaid.

  • 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.

 

Executive Services – to meet key employees' unique needs

Personal complimentary consultations provide the opportunity to schedule a one-on-one meeting with a MetLife financial professional, experienced in executives' sophisticated planning needs. Group workshops are also available to apply their own situation in a confidential setting.

 

Three, 90-minute workshops (Accumulation Planning, Distribution Planning, Estate Planning) are available and delivered by a dedicated MetLife financial professional. Also offered is the Customized Personal Financial View® website that helps executives track their financial goals, through organizing financial data and copies of critical documents in one secure place.

 

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.

 
 
 
 
 
 

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