Financial Education

Support your employees with resources that enable them to take charge of their financial health. 

Retirewise®

Retirewise is an award-winning program that can play a fundamental role in your employees’ financial and retirement planning.

Almost 43% of employees state they are not financially healthy.1 But with our workshop series — no matter what age, background or stage of retirement planning they’re in — we’ll help ensure that all of your employees have the information they need to make the best choices for their financial futures. Providing objective information on a wide range of topics, the series is delivered by a specially trained third party financial professionals who also provides optional personal educational consultations. 

Customized employee communications and convenient online registration are available for both the workshops and individual consultations. 

Topical workshops

Building on the Retirewise workshop series, our topical sessions are designed to benefit all employees — regardless of age or career stage.

We provide your employees with over 20 different one hour workshops that cover a diverse range of financial topics, including prerecorded workshops in both English and Spanish. All workshops are conducted by specially trained third party financial professionals who also provides optional educational personal consultation. 

Customized employee communications and convenient online registration are available for both the workshops and individual consultations.

Executive Resources

Find out how to attract and retain top talent

Ensure your top employees are able to develop an effective financial strategy with personal consultations from specially trained third party financial professionals. This program is designed to integrate your executive benefits offering so your key employees understand and appreciate their benefits.

Customized employee communications and convenient online registration are available for the individual consultations.

Any content in this workshop or any other information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for any individual. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendations or advice.

MetLife administers the PlanSmart program and has arranged to have specially trained third party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MetLife Consumer Services or any of its affiliates.