Press release from Business Wire
MetLife's PlanSmart® Financial Education Series Expands Program Offerings
<p class='bwalignc'> <b>Popular Employer-Based Workshop Series Adds Sessions on Investing, Caring for an Aging Parent, and Estate Planning for the LGBT Community</b> </p>
Tuesday, December 04, 2012
MetLife's PlanSmart® Financial Education Series Expands Program Offerings08:00 EST Tuesday, December 04, 2012
NEW YORK (Business Wire) -- MetLife today announced that it has expanded the number of offerings
available through its popular PlanSmart financial education program—a
workplace-based series of financial education and planning workshops—to
include an advanced session on investing, a workshop on caring for an
aging parent, and a workshop specifically targeted to the lesbian, gay,
bisexual and transgender (LGBT) community. These new offerings
complement PlanSmart's full suite of 17 financial education and planning
workshops, fulfilling a strong desire among employees for financial
education and planning help in the workplace.
“Financial and retirement education has become a critically important
component of a comprehensive employee benefits package,” said Jeff
Tulloch, vice president, MetLife. “Today's employees are looking to
employers for financial advice and guidance—in fact, according to a
recent survey we conducted, 72 percent of employees say they are
interested in their employers providing programs to help them make
decisions about their financial needs. PlanSmart helps employers fulfill
these desires.”
The new additions to the program are:
Investing 201—A more in-depth companion to the program's
introductory workshop on investing basics. The course provides those
who have attended Investing 101, or who have general investment
knowledge, in-depth information about investing in stocks and bonds.
It also includes information about tax implications, performance
measurement, managing risk, determining the right investments, and
common investing terminology.
Caring for an Aging Parent—Designed for those caring for a
spouse, relative or friend, this workshop provides relevant
information on anticipating a loved one's daily living activity needs,
preparing for the responsibilities of being a caregiver (including the
financial, mental and physical impact caregivers may face), and
explores helpful planning options, tips and resources.
Planning with Pride: A Closer Look at Estate Planning for the LGBT
Community—A workshop that focuses on important estate planning
considerations for both LGBT individuals and couples, which provides
participants with specific solutions for many different situations.
The LGBT seminar is the latest addition designed to provide educational
workshops that meet employees' diverse needs. For several years, the
PlanSmart program has offered three Special Needs Planning workshops,
aimed at employees who have dependents with special needs. The sessions
are designed to help this group understand the legal and financial
complexities of special needs planning, and learn how to help secure a
lifetime of care and financial freedom for their dependents. These
sessions also include a whitepaper that includes ten tips for caregivers
of special needs dependents.
The PlanSmart series, launched in 2008, provides financial education to
employees of all ages at no cost to the employer or the employee.
PlanSmart includes workshops on managing credit, college funding, estate
planning and retirement planning, and decision-support assistance for
employees facing life changes who may need education and guidance
regarding their group life benefits. Employees who are interested in
additional information or personal financial planning consultation are
given the option to consult individually with a local MetLife
professional. The foundation of the workshop series is MetLife's
retirewise® program, which is approaching its five-year
anniversary and offers comprehensive retirement education for all
employees, regardless of age. The four-part program helps employees with
basic financial and retirement planning, and also addresses a broad
spectrum of retirement issues, including budgeting, investment
principles, social security and estate planning.
For additional information on the program, including information on how
businesses can offer sessions to an employee population, visit www.metlife.com/business/benefit-products/financial-education,
or contact your local MetLife Account Executive.
MetLife, Inc. is a leading global provider of insurance, annuities and
employee benefit programs, serving 90 million customers. Through its
subsidiaries and affiliates, MetLife holds leading market positions in
the United States, Japan, Latin America, Asia, Europe and the Middle
East. For more information, visit www.metlife.com.
Metropolitan Life Insurance Company (MLIC), New York, NY 10166.
Securities products offered through MetLife Securities, Inc. (MSI)
(member FINRA/SIPC), 1095 Avenue of the Americas, New York, NY 10036.
New England Financial is the registered mark for New England Life
Insurance Company (NELICO), 501 Boylston Street, Boston, MA 02116.
Securities products offered through New England Securities Corp. (NES)
(member FINRA/SIPC), 1095 Avenue of the Americas, New York, NY 10036.
MLIC, MSI, NELICO and NES are MetLife companies.
MetLife, Inc.Meghan Lantier, 212-578-6734mlantier@metlife.comorTed
Mitchell, 401-827-3236tjmitchell@metlife.com
