PlanSmart Financial Wellbeing Classes

It's never too early, or too late to PlanSmart for your retirement.

Click Here to Register for FREE Classes at MetLifePlanSmart.com
Enter "Einstein" to register for classes, or call 1-866-801-3547
Spring Upcoming Classes:
Understanding Retirement Healthcare: Get the information you need to make smarter decisions.  Most of us will live longer than our parents.  But as we age and approach retirement, a common question is "what if I get sick?"  Healthcare is on everyone's mind.  It's important to begin the healthcare planning process by getting the information needed to make smart decisions.  In this workshop you will learn:
  • How to shift your focus from accumulation to distribution
  • What healthcare decisions need to be made before, at, and after age 65
  • What Medicare does and does not offer
  • The necessary steps to take in the healthcare planning process

Classes will be held:

  • Elkins Park:  March 5th, 12:00-1:00 PM, G1 Conference Room
  • EMCP:  March 6th, 12:00 - 1:00 PM, Sonia's Room
  • EMCM:  March 7th, 12:00 - 1:00 PM, Administrative Classroom, Modular Building


Understanding Social Security:  A critical part of your retirement income strategy!  For most of us, the one constant in our retirement plan is entitlement to Social Security retirement benefits.  Although no one can say today what the program will look like in 10 or 20 years, it's still important to understand the key role Social Security can play in your overall retirement income strategy.  In this workshop you will learn:

  • Why it pays to delay your benefits and for how long
  • The effect of earned income and taxes on benefits
  • The next steps you can take to create an income strategy

Classes will be held:

  • EMCP:  March 13th, 12:00 - 1:00 PM, Sonia's Room
  • Elkins Park:  March 15th, 12:00-1:00 PM, G1 Conference Room
  • EMCM:  March 18th, 12:00 - 1:00 PM, Administrative Classroom, Modular Building
Summer Upcoming Classes:
Investing 101: Whether you're new to investing or simple need some direction, it's critical to have a general overview of investing and investment concepts, as well as the terminology often used in the financial services industry.  In this workshop, you will learn about:
  • The difference between saving and investing
  • Investment basics: stocks, bonds, cash and mutual funds
  • Asset allocation, portfolio re-balancing and why they're so important
Classes will be held:
  • EMCM:  June 3rd, 12:00 - 1:00 PM, Administrative Classroom, Modular Building
  • Elkins Park:   June 10th, 12:00-1:00 PM, G1 Conference Room
  • EMCP:  June 12th, 12:00 - 1:00 PM, Sonia's Room
Women in Investing - Planning Your Financial Journey: No matter where you are in your life right now, there are some very important steps you can take toward an active role in your financial independence.  In this workshop you will learn about:
  • The unique financial challenges many women face
  • Investment basics and building a balanced portfolio
  • Retirement saving vehicles and what they mean to you
  • The importance of planning at every age from your 20's to your 60's and beyond
Classes will be held:
  • EMCM:  June 18th, 12:00 - 1:00 PM, Administrative Classroom, Modular Building
  • EMCP:  June 19th, 12:00 - 1:00 PM, Sonia's Room
  • Elkins Park:   June 20th, 12:00-1:00 PM, G1 Conference Room
Learn how to better manage your finances
in a free four-part workshop series so you can RetireWise.
Retirewise Session 1:  Building the Foundation

You will envision the retirement you want and how you will finance it based on current and future retirement trends.  We will cover some financial basics as well as the importance of tax diversification.  You will see how what you already have will contribute to the retirement you want.

RetireWise Session 2:  Creating and Managing Wealth

You will begin to look at how to prepare before retirement to generate income during retirement.  You will look at investment risk, investment strategies, retirement expenses and several sources of retirement income.

RetireWise Session 3:  Establishing Your Retirement Income Stream

Building on what you have learned so far, you will learn how to structure a retirement income stream to address your retirement wants and needs.  We will examine the risks that could impact your retirement funds and how to manage assets to help provide lifelong income.

RetireWise Session 4:  Making the Most of What You Have

You will review the benefits your employer offers, together with other benefits for a clear understanding of how they fit into your retirement plan.  We will also look at the basics of estate planning, wills and trusts.