Financial Literacy
Workshops
Becoming Financially Independent
Common Money Mistakes
Creating a Budget
Financial Goal Setting
Financial Wellness Overview
Managing Student Debt
Protecting Your Income
Personal Risk Profile
Taking Control of Debt
Women & Finances
Succession Planning
Estate & Business Planning
Exiting Your Business
Valuating of Your Business
Becoming Financially Independent
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Creating A Budget
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Financial Goal Setting
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 Wellness Overview
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Managing Student Debt
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Protecting Your Income
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
Personal Risk Profile
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Taking Control of Debt
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Women & Finances
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
Estate Planning & Business Planning
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.
Business Succession 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.
Exiting Your Business
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.
Understanding the Value of Your Business
The workshop is designed to educate business owners on the critical roll business valuation plays in effective succession, retirement and estate planning.
Common Money Mistakes
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.
Early Career
Mid-Career
Pre-Retirement
Retirement
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.
CRN202110-255354
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.
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.
*American Psychological Association survey
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