Happy 10th Birthday Retirewise
The award winning Retirewise® workshop series is celebrating 10 years of offering comprehensive financial and retirement planning education to employees of all ages and career stages.
What is Retirewise?
Retirewise is an onsite financial education program that is offered at no cost to employers or employees. The program offers objective information on a broad spectrum of financial topics in each of the four workshops, ranging from budgeting and investing to tax strategies and estate planning. The workshops are presented in person, at the workplace, by a locally based specially trained Massachusetts Mutual Life Insurance Company financial professional.
Education is An Employee’s Greatest Asset
After attending a Retirewise workshop, all employees (100%) would recommend the series and 91% plan to take action from increasing or rebalancing 401(k) contributions to creating a budget or will. Retirewise also complements and supports your benefit offerings with 90% of participants better understanding their benefits.* Here’s a link to learn even more.
We Have Solid Experience…and the Numbers to Prove it.
It’s hard to believe it’s been 10 years since the first groundbreaking Retirewise workshop was held in 2008 in San Jose, CA with 25 employees. Since then, we’ve held over 8700 workshops nationwide for over 160,000 employees**! We are the true pioneers of financial wellness in the workplace.
Make Retirewise Part of Your Financial Wellness Solution
(The Retirewise workshop has been approved for 5 Professional Development Credits.)
For more information contact: Cherri Smith 313-516-2992
*Retirewise Satisfaction Survey, 2016
**Retirewise Workshop Tracking Report, 2016
Metropolitan Life Insurance Company, New York, NY 10166.
Securities and investment advisory services are offered through qualified registered representatives of MML Investor Services, LLC, Member SIPC. MML Investors Services, LLC is not affiliated with MetLife, or its affiliated companies.
MetLife does not give legal or tax advice. Any discussion of taxes herein or related to this document is for general information purposes only and does not purport to be complete or cover every situation. Tax law is subject to interpretation and legislative change. Tax results and the appropriateness of any product for any specific taxpayer may vary depending on the facts and circumstances. You should consult with and rely on your own independent legal and tax advisers regarding your particular set of facts and circumstances.
MetLife administers the PlanSmart program, but has arranged for Massachusetts Mutual Life Insurance Company (MassMutual) to have specially-trained financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.