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Corporate Education



Financial literacy has the power to change lives. As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them. Our programs provide employees the information they need to make critical financial decisions and build more financial security. 

We offer a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your workforce. By educating employees and providing them with the necessary tools to better understand their current financial position, they can build a sound financial future for themselves and their families. 

FINANCIAL EDUCATION WORKSHOPS

Financial education should be an essential component of any comprehensive benefits package. We help you provide your employees with objective financial and retirement education by offering a customized suite of on-site workshops and consultations, which range from comprehensive four-week symposiums to one-day workshops on a specific topic of interest.

EXECUTIVE SUITE SERVICES

Our Executive Concierge program provides a range of financial services to your executives and highly compensated employees. From specialized workshops to personal consultations to their own customized Personal Financial View website, we design custom, value-added programs which offer your key employees a unique bonus from which they will benefit for years to come.


MetLife administers the PlanSmart program, but has arranged for specially-trained third party financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.MML Investors Services LLC is not affiliated with MetLife.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

AVAILABLE WORKSHOPS