MetLife Expands Financial Education Program

December 4, 2012 (PLANSPONSOR) – MetLife expanded the number of offerings in its PlanSmart financial education program, a workplace-based series of financial education and planning workshops.

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 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 lesbian, gay, bisexual, transgender (LGBT) individuals and couples, which provides participants with specific solutions for many different situations.

“Financial and retirement education has become a critically important component of a comprehensive employee benefits package,” said Jeff Tulloch, vice president at MetLife. “Today’s employees are looking to employers for financial advice and guidance—in fact, according to a recent survey we conducted, 72% of employees say they are interested in their employers providing programs to help them make decisions about their financial needs.”

For additional information visit