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Financial Education in the Workplace

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Manage episode 376250334 series 3494562
Content provided by Barnum Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barnum Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Financial Education in the Workplace

Guest: Allison Mislow, PlanSmart Account Executive

Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT.

PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202606-4549294

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 376250334 series 3494562
Content provided by Barnum Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barnum Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Financial Education in the Workplace

Guest: Allison Mislow, PlanSmart Account Executive

Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT.

PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202606-4549294

  continue reading

33 episodes

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