Frequently Asked Questions
Our services are personal financial education only. Our Instructors utilize a hands-on workbook approach, completed by the participants, with extensive attendee interaction and participation, and no mention of specific products or companies.
Our workshops cover a broad range of ideas for a broad range of people. Everyone from the line worker to the CEO will receive valuable information to use for his or her personal financial management. We can even arrange separate sessions dividing the organization into groups to address more specific concerns.
Never! One of the primary advantages of utilizing an education-only corporation is eliminating the risk of a sales pitch. Our sessions are strictly educational and practical with no specific products or companies being mentioned, recommended, or endorsed.
With our instructors dedicating a portion of their time, we are able to provide our workshops and Personal Education Sessions at no cost. Our instructors do an excellent job of providing our non-biased educational programs. As a result a consistent percentage of attendees, over time, will enlist the services of the presenter when in need of a financial professional.
Our instructors are highly qualified and experienced financial professionals who devote a portion of their time to provide financial education.
This is true of virtually every company that uses our services. 401(k) provider seminars are informative and necessary, but usually limited by design to focus on the 401(k) plan. MME workshops, on the other hand, help attendees to orchestrate their complete personal money management while learning how their 401(k) and other company-sponsored plans fit into the overall landscape.
We recommend that you gather a few of your decision makers and we will gladly schedule a “pilot workshop” for you and your key people to evaluate. (You may want to invite a few key employees for their input as well.) It may also be possible to attend a session as our guest at a company in your area. For logistical reasons this is done on a limited basis, and only with the host company’s approval. Ask your MME instructor for more details.
Interest in all company-sponsored plans tends to increase after our workshops. This is most likely because employees hear from us, a neutral third party, that the company programs are valuable, rather than hearing it from the employer or 401(k) provider whom they would expect to endorse their own plans.
MME’s personal education session is what sets us apart from other workshop providers. Each attendee is entitled to a one-hour, no-cost, personal education session with one of our instructors. Like our workshops, these sessions are educational only with no specific recommendations for specific financial products.
Subsequent to the personal education session employees in need of specific financial services, products, or recommendations may request them from the instructor in the context of his or her professional financial services practice.
MME started in 1989 and operated as an education-only company for over 30 years. Since our inception, many of our instructors were full-time financial professionals affiliated with New York Life Insurance Company whose financial education values aligned with ours. In recent years MME entered into an exclusive agreement with New York Life as part of their commitment to educate the public. MME is now proud to be an exclusive education-only division of New York Life, while continuing our history of unbiased, personal financial education, with no product endorsement.
Simply click the Our Team option on the above menu for the office nearest you. One of our instructors will be happy to meet with you. He or she can answer your questions, demonstrate our process, and work with you to design an education program tailored to your company’s specific needs and budget. If you are not near an existing MME office and want to find out more about MME, please select the GET STARTED NOW button at the top right of the Home Page.