Financial Wellness

Financial Wellness

With so much financial and retirement planning information out there do you really know what actions you should take?

Test

No pressure. No obligation. 

As part of your company’s benefits plan, you have the opportunity for a personal consultation. 

Register online for your complimentary consultation. Don’t miss out!

 

On Demand Workshops

Smart Money Moves in Your 20’s and 30’s

We’ve picked 10 important tips to help you get, and stay, on the right financial track.  In this workshop you will learn how to:

  • Create and stick to a budget
  • Establish an emergency fund
  • Make the most of your savings and investments

Smart Money Moves in Your 40’s 50’s, 60’s and Beyond

Achieving your financial goals is no easy task— it’s complicated and takes time. This workshop is a great place to start. You will learn ten tips to set yourself up for financial success, including:

  • Having specific goals and learning how to achieve them
  • Making sure you have the right saving and investment allocation
  • Managing debt wisely and tax saving strategies

Smart Money Moves in Your 40s, 50s, 60s and Beyond >
Smart Money Moves in Your 20s & 30s >

MetLife administers the PlanSmart program, but has arranged specially-trained third party financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.

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. MML Investors Services LLC. Is not affiliated with MetLife.

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