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Financial Wellness Workshops

MetLife Resources1 is the provider for your employer-sponsored retirement plan and has partnered with PlanSmart, a product of MetLife Consumer Services, Inc., to offer you these virtual educational sessions.

Upcoming Workshops

Tax Strategies: Basics and Beyond
February 18, 2026
1:00 PM – 2:00 PM EST 

This workshop will cover tax planning steps, including tax basics, diversification, cutting your tax bill and when to call a professional.

Retirewise®*
April 14, 21, 28 2026
1:00 PM – 2:00 PM EST 

This is a three-part series centered on taking a holistic view of financial needs and solutions.

This goes beyond products, transactions, or a single goal, regardless of age, financial position, or life stage.

Smart Money Moves
September 22, 2026
1:00 PM – 2:00 PM EST

There are 10 key tips to help your employees set themselves up for long-term financial success.

From having a tax strategy to allocating assets, there is something for everyone to learn.

Countdown to Retirement
November 04, 2026
1:00 PM – 2:00 PM EST

This pre-retirement workshop helps employees prepare for a rewarding future.

It offers practical insights and essential strategies for income planning, investment optimization, healthcare options, and lifestyle changes, ensuring a smooth transition to a fulfilling post-career life.

You can now view prerecorded workshops and get the information you need to make better financial decisions.

A Parent’s Guide to Kids and Money: Toddlers to Teens

Help teach your kids good money habits.

Early financial education can set your kids up for good money habits to help them become more financially independent as they get older. Learn how to get your kids on a path to making sound financial decisions. 

Preparing to Care for an Aging Parent

The challenges and solutions.

Life doesn’t always go as planned. That’s why it’s important to learn about the issues that impact current and future caregivers, from evaluating different care options to addressing legal and financial concerns.

Credit 101: Tackle Debt and Improve Your Credit

Strategies for reducing debt and building good credit.

Whether single or supporting a family, managing debt and establishing a good credit score can significantly impact various areas of your life. This includes your ability to rent or buy a house, access job opportunities, and secure a car loan. Learn the differences between “good” and “bad” debt, effective strategies for paying down debt, and how to understand and improve credit scores.