Financial Wellness Programs
“A state of being wherein you have control over day-to-day, month-to-month finances; have the capacity to absorb a financial shock; are on track to meet your financial goals; and have the financial freedom to make the choices that allow you to enjoy life.”*
Barnum is a leader in educating and empowering individuals to maximize their financial opportunities, overcome their financial challenges, and better manage their financial lives. The result is less stress and greater confidence that you are taking the right steps for yourself and the people you love.
For Individuals and Their Families
We offer virtual and in-person educational opportunities on a wide range of topics. Check here to see our current menu of offerings.
You can also subscribe to The Barnum Report, a monthly publication that covers a wide range of timely topics designed to both educate and entertain.
We also encourage you to leverage this website for short discussions on various financial life issues and product overviews.
For Businesses and Their Employees
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.