Wednesday, February 26, 2020 at 12:15 PM EST
Wednesday, September 23, 2020 at 1:30 PM EDT

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TSP - 646 Park Street, Suite 1000, Honesdale
WA - 92 Main Avenue, Hawley
PCCC-The Milford Community House, 201 Broad Street
Milford, PA 18337

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Jess Wolk
Wayne Pike Workforce Alliance

Lunch and Learn Webinar Series

Brought to you by Mass Mutual held on the fourth Wednesday of every month, 12:15-1:30. Remote in or bring your own lunch to The Stourbridge Project (TSP) in Honesdale, Workforce Alliance (WA) in Hawley or the Pike County Chamber of Commerce (PCCC) in Milford.

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Seminars Available

Item Qty. Max Limit Price

February 26 - Financial Wellness 12:15 PM - 1:30 PM

Understanding the foundations of various financial concepts is critical to a person’s long-term financial well-being. This non-branded presentation provides a overview of 5 common financial topics: Saving, Investing, Protecting, Retiring and Estate Planning. Topics like compound interest, asset allocation, various insurance types, retirement income and estate planning tools are all included. At end of discussion, audiences should have enough knowledge to understand financial basics.

1 Free

March 25 - Financial Goal Setting 12:15 PM - 1:30 PM

Achieving financial well-being begins with establishing financial goals. This presentation helps people set financial goals for Income, Savings, Retirement & Debt. Using a simple formulation (5-10-15-20), presentation provides specific, achievable & challenging financial goals that employees can make their own. Tips on reaching goals- included. Audience should have enough knowledge and confidence to establish two short-term (Income & Savings) and two long-term (Retirement & Debt) financial goals

1 Free

April 22 - Debt Management 12:15 PM - 1:30 PM

The foundation of a person’s financial well-being is the ability to manage debt. This presentation provides info needed to create a debt payment plan that allows a person to strike a balance between debt & other financial priorities. Different types of debt are highlighted & suggestions for designing and implementing a debt payment plan are included. Being able to save money while paying down debt is the overarching theme. Attendees should have knowledge to develop a debt payment schedule.

1 Free

May 27 - Protecting What Matters Most 12:15 PM - 1:30 PM

Geared towards employees, this presentation helps to demonstrate the importance of protecting income, which is the most valuable asset for most. This presentation also explores the value of income, perspectives on disability, and how to close the DI gap if one does become disabled.

1 Free

June 24 - Personal Risk 12:15 PM - 1:30 PM

Understanding your personal risk profile is critical to achieving long-term financial well-being. This presentation provides attendees with a 7 question risk profile survey in which they score themselves. Based on their score, suggestions for potential asset allocation scenarios are offered. Seminar asks attendees to consider their risk profile when making future decisions about debt/equity, savings, insurance and employment. Knowledge to understand personal risk & applying in their lives.

1 Free

July 22 - Actionable Ideas for Business Owners 12:15 PM - 1:30 PM

Actionable Ideas for Business Owners’ seminar uses the popular ‘tips’ book and social media campaign (#biztipthursday) as its foundation & organizes ideas/tips around 3 categories: Lead Your Business, Grow Your Business, & Inspire Your Team, then further organized under specific needs of business owners such as Setting Direction, Anticipating Problems, Managing Money, Finding New Customers, Creating a Culture, and Providing a Safety Net for employees.

1 Free

August 26 - Business Succession Planning 12:15 PM - 1:30 PM

This presentation will walk your business owner clients through some of the concerns they may have in planning for the continuation or disposition of their business interests and estate taxes. The presentation will also look at some of the things that might be considered to alleviate business owner concerns. Particular topics discussed include: types of assets and property, forms of businesses and tax implications, valuing your business, buy-sell agreements, and wills, trusts and gifts.

1 Free

September 26 - Understanding the Value of Your Business 12:15 PM - 1:30 PM

The workshop is designed to educate business owners on the critical roll business valuation plays in effective succession, retirement and estate planning. It features findings from the 2018 Mass Mutual Business Owner Perspectives Study. It illustrates why having a value isn't enough; business owners also need to understand why the value is what it is and why focusing on value growth is so important to effective business planning.

1 Free


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