Corporate Education
Financial Literacy as Part of Your Benefits Package
As an employer, it’s in your best interest to help your employees learn how to manage their money. Our programs provide employees the information they need to make critical financial decisions. We offer a range of educational packages, each run by a team of our professional advisors, to help educate employees and provide them with the necessary tools to better understand their current financial position.
Financial Education Workshops
Financial education should be an essential component of any comprehensive benefits package. The Barnum-West team can help provide your employees with objective financial and retirement education. We offer a customized suite of on-site workshops and consultations, which range from comprehensive four-week symposiums to one-day workshops.
Early-Career
Investing 101
Smart Money Moves in Your 20s & 30s
Managing Credit and Spending
The Roth Advantage in Your 20s & 30s
Understanding Life & Disability Insurance
Mid-Career
Estate Planning
Investing 201
Planning for College
Tax Strategies
Pre-Retirement
Get Retirement Ready
Preparing to Care for an Aging Parent
Parent Retirement Income Planning
Smart Money Moves in your 40s, 50s, 60+
Understanding Retirement Healthcare
Understanding Social Security
Specialty
Employment Transition
Making Sense of the Roth IRA
Marriage Equality: LGBTQ+ Community
Understanding HSAs
Women and Investing
MetLife administers the PlanSmart program, but has arranged for 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.MML Investors Services LLC is not affiliated with MetLife.