Financial Wellness Seminars

Our on-site seminars offer a relaxed forum for executives and or employees to learn and explore options that will help them achieve their financial goals.  Our experienced financial professionals encourage employees to participate in the seminars and take responsibility for their financial success.

You are able to customize all of our seminars and the information presented is non-branded/product specific and educational only.

These New Financial Wellness Programs will enable you to attract and retain valuable employees while increasing productivity at the same time!

Business Strategies and Strategic Financial Planning For the Company 

MetLife’s Financial Experts Are Available To Meet With Any Owners Or Partners To Discuss Business Planning Strategies And  Provide Transition Solutions Available For New Hires, Retirees, or Terminated Employees As Needed 

• Buy Sell Agreements
• Executive Bonus Plans
• Charitable Giving
• Defined Contribution Plans
• Defined Benefit Plans
• Business Succession Planning
• Financial Experts Available on site
• Monthly Financial Wellness Updates
• Transition Solutions For Employees

Financial Wellness Strategies For Your Owners, Executives & Managers

MetLife’s Financial Experts Are Available To Meet With Owners, Partners Or Managers To Discuss Individual Financial Goals, Strategies and Techniques At Any Time In A Group Setting Or One On One.  Executive Compensation Round Table Discussions Can Also Be Organized To Identify Concerns.

• Tax Efficient Retirement Strategies
• Wealth Management
• Investment Strategies
• Split Dollar Life Insurance Plans
• Long Term Care Group Discounts
• Executive Compensation Round Tables
• Estate Conservation/Tax Minimization
• Protecting Your Assets
• Specialized Disability Insurance
• College Funding Strategies 

Financial Wellness Strategies For All of Your Employees Basic Concerns

MetLife’s Financial Experts Are Available To Meet With All Employees In Group Settings to Provide Basic Financial Advice and Strategies.  Employees Are Welcome To Set up One On One Meetings With Our Experts After These Seminars To Discuss Their Unique Financial Situation And Include Any Family Members Who Would Also Be Involved In Financial Decisions.

• Controlling Debt
• Basic Budgeting Workshops
• Estate Tax Strategies
• Traditional vs. Roth IRA Options
• College Funding Strategies
• Auto & Home Policy Review
• Mortgage Review and payoff
• Employment Transition Solutions
• Voluntary Benefit Review
• Retirement Investment Strategies

Following the seminars, individuals are given the opportunity to arrange for a free personal consultation to review their financial situation one on one.  This will allow them to look at their own unique situation to decide if additional products or planning is needed to help them build financial freedom.  Below is an example of a financial profile that an employee could choose to complete with one of our financial partners:

View Sample Profile - great information along with the following graphs and charts can all be found inside this sample financial profile.