Workshops
Support your employees with virtual financial education workshops that enable them to take care of their financial health. Employees have access to a free personal consultation with a specially trained third-party financial professional to help them address their specific financial goals.
Our Programs
Retirewise®
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Topical Workshops
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Executive Resources
vvRetirewise is an award-winning, comprehensive financial and retirement workshop series that can play a fundamental role in your employees’ financial and retirement planning. The workshop covers a range of financial topics from budgeting to estate planning.
Our topical workshops are designed to benefit all employees – regardless of identity, age, or career stage. We provide your employees with over 20 different one-hour workshops that cover a diverse range of financial topics. And we work with our customers to help drive diversity, equity, and inclusion efforts with our specialty workshops. Our presenters understand affinity groups and deliver the workshops with their needs in mind.
Find out how to attract and retain top talent to ensure your top employees are able to develop effective financial strategies with personal consultations from specially trained third-party financial professionals.
What employees say about our workshops
Would recommend the workshop2
Plan on taking action2
Workshop content is relevant and practical2
Employees are expressing a need to be financially healthy. Our studies show that almost 50% would like more personalized financial guidance.3
Experience you can count on:
Want to know what to expect in a workshop, watch this quick video
MetLife’s personal finance app and PlanSmart (which includes Retirewise, Resource for Change, and Transition Solutions) are products of MetLife Consumer Services, Inc. (MCS). The app is available at no cost to all individuals and regardless of any MetLife relationship or product. MCS 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.
Any content in the app, any PlanSmart workshop or any other information related thereto 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 you. 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.
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 MCS or any of its affiliates.
1 22nd MetLife Annual U.S. Employee Benefit Trends Survey (2024)
2 MetLife PlanSmart Internal Data (01/01/2007 – 12/21/2023)
3 MetLife’s 21st Annual U.S. Employee Benefit Trends Study (2023)