Upwise App
A no cost for you benefit to help employees improve their financial health and save for their future.
Meet Upwise
Upwise is a new financial wellness app designed to help employees build positive money habits and make progress that feels good. With behavioral science at its core, Upwise recommends tailored challenges and content that help employees make progress toward their financial goals, such as creating a budget or digital estate plan. By taking small steps and celebrating wins along the way, employees are encouraged to keep coming back.
Retirewise
As a foundation to the workshop series, MetLife’s award-winning Retirewise program offers comprehensive financial and retirement education for all employees — regardless of their age or career stage. Broad spectrums of financial topics are covered in each of the sessions ranging from budgeting and investment principles to tax strategies and estate planning. It can complement and incorporate your existing benefit offerings which can help build awareness and participation.
Single topic workshops
In addition to Retirewise, we offer over 20 single topic workshops that address your diverse needs, with a variety of relevant topics for all ages and career stages. Topics include: Investing 101 & 201, Tax Strategies, Get Retirement Ready and Managing Your Money In Today’s Uncertain Times and many more.
All workshops are delivered by specially trained financial professionals and employees can take advantage of a no cost consultation with the presenter. We provide workshop handouts, ready to use communications and easy to use online registration to help drive participation. Also provided are attendee survey results that include satisfaction and metrics to help you gauge the program’s effectiveness.