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Financial Wellness Program


Barnum, through an arrangement with MetLife, offers its award-winning PlanSmart® program which provides a comprehensive turnkey education solution that connects the benefits you offer with each employee’s overall financial plan, resulting in increased benefit utilization and overall loyalty. We offer workshops to meet the needs of people at whatever career stage they are in, from first job out of school to nearing retirement.

We provide these MetLife PlanSmart® programs at no cost to you or your employees, and you have the flexibility to use one, some, or all of the components as best suits your needs. These include:

Retirement Workshop Series: Designed to take a holistic educational approach to the issues surrounding retirement and help your employees have greater control over planning for their later years.

Topical Workshops: A menu of one-hour sessions that cover important topics at each stage of one’s career and beyond. Topics include:

  • Smart Money Moves in Your 20s and 30s
  • Managing Your Money in Today’s Uncertain Times
  • Understanding Life and Disability Income Insurance
  • Retirement Income Planning
  • Strategies for Funding a College Education

Executive Services: Your senior executives and rising leaders often have more complex compensation packages, a greater need to minimize taxes, more involved estate plans, and other issues seldom addressed in traditional financial wellness programs. We integrate financial planning, education, and online wealth management tools to assist your top employees in building greater wealth, protecting their assets, and creating a well-coordinated financial life.

Retirewise Attendee Survey Results

Retirewise Overview

Single Topic Workshop Listing