Early Career
Mid-Career
Pre-Retirement
Retirement
Financial Wellness Overview
Creating a Budget
Early Career
Mid-Career
Pre-Retirement
Retirement
Managing student debt is a key part of a person's financial well-being and long-term financial plans. Topic outlines for employee audiences the common types of Federal student loan repayment options. Also shares ideas on creating a debt management plan. Non-branded basics of student loan management discussion intended for use in employee financial education.
Financial Wellness Overview
Having control over finances is a key part of a woman's financial well-being and long-term financial plans. Topic outlines for female audiences important information about the need to take control of their saving, investing and retiring. Non-branded women and finances discussion intended for use in employee financial education.
Managing Student Debt
Common Money Mistakes
Early Career
Mid-Career
Pre-Retirement
Retirement
Understanding what it means to be financially independent is a key part of a person's financial well-being. Topic outlines for younger employee audiences specific tactics they can implement while in their 20s, and identifies targets they can aim for in their 30s. Non-branded financial independence discussion intended for use in employee financial education.
Exiting Your Business
Business Succession Planning
Understanding the Value of Your Business
Having clear financial goals are the foundation of a person's financial well-being. Topic outlines for employee audiences the importance of setting financial goals, providing suggestions to set goals for employees' top concerns: Income, Savings, Retirement and Debt. Non-branded financial goals discussion intended for use in employee financial education.
Early Career
Mid-Career
Pre-Retirement
Retirement
Financial Literacy
Workshops
*American Psychological Association survey
We offer corporations, government entities, and not-for profit organizations a comprehensive menu of turnkey education solutions designed to add meaningful value to your employee benefits program. You can select from a wide-range of topics beginning with financial basics through transitioning to retirement. We combine on-site learning sessions, web-based instruction, and one-on-one financial consulting.
These programs are offered at no cost to you or your employees. Each program, delivered by specially-trained financial professionals, is informative and engaging. We offer modules targeted to life stages as well as executive programs designed to cover more sophisticated topics. We can also tailor a program to meet a specific corporate need.
Early Career
Mid-Career
Pre-Retirement
Retirement
Financial Goal Setting
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
Creating A Budget
Common Money Mistakes
Taking Control of Debt
Protecting Your Income
Understanding your personal risk profile is a key part of someone’s financial well-being and long-term financial plans. Topic outlines for employee audiences a seven question survey that helps them determine their personal risk profile for asset allocation. Non-branded personal risk profile discussion intended for use in employee financial education.
Becoming Financially Independent
Estate Planning & Business Planning
Managing debt while meeting other financial priorities is a foundation of a person's financial well-being. Topic provides information employees can use to take control of debt. How to create a debt payment plan and suggestions for implementation are offered. Non-branded debt management discussion intended for use in employee financial education.
The workshop is designed to educate business owners on the critical roll business valuation plays in effective succession, retirement and estate planning.
Financial Goal Setting
This three-part workshop will educate business owners on how to begin the process of setting up an exit strategy from the business—both voluntary and involuntary. The workshop focuses on the three key areas of exit planning—succession, retirement and estate planning. Series includes versions developed for the Women's and LGBTQ markets.
Help your clients understand how to get started with estate and business planning with this brief 45 minute presentation designed for clients, prospects, families and business owners. Topics covered include an overview on estate and business planning, important documents that are needed and how and why life insurance can be used in estate planning.
Focused on business owners, this 60 minute presentation will help your business owner clients understand the need to coordinate their business and estate plans together to build an effective estate planning strategy.
Becoming Financially Independent
Having a budget is the foundation of a person's financial well-being, and the basis of all their long term financial plans. Topic outlines for employees information they'll need, and the steps they should take, to create an accurate, flexible monthly budget. Non-branded budget development discussion intended for use in employee financial education.
Personal Risk Profile
Protecting Your Income
Women & Finances
Early Career
Mid-Career
Pre-Retirement
Retirement
Managing Student Debt
Understanding financial foundations is a key part of a person's financial well-being. Topic outlines for general audiences high level concepts of saving, investing, protecting, retiring and estate planning. Non-branded foundations discussion intended for use as a one-time presentation with select audiences, not part of ongoing employee education programs.
Succession Planning
Taking Control of Debt
A person's ability to earn an income is their most valuable asset income and the starting point for achieving financial well-being. Topic outlines for employee audiences the value of their income and the risks that income faces. Non-branded income protection strategy discussion intended for use in employee financial education.
Early Career
Mid-Career
Pre-Retirement
Retirement
Early Career
Mid-Career
Pre-Retirement
Retirement
Exiting Your Business
Personal Risk Profile
Early Career
Mid-Career
Pre-Retirement
Retirement
Estate & Business Planning
64% of Americans consider money to be a “somewhat” or “very significant” source of stress.* This is just one of the many statistics that underscores the importance of providing a financial wellness program to your employees.
Early Career
Mid-Career
Pre-Retirement
Retirement
Women & Finances
Valuating of Your Business
Anticipating money mistakes and financial pitfalls is a key part of a person's financial well-being and long-term financial plans. Topic outlines for employee audiences 52 common money mistakes ,and provides an overview of potential impacts. Non-branded basics of common money mistakes discussion intended for use in employee financial education.
CRN202110-255354
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