Empowering Philadelphians to Make Confident Financial Decisions

10/18/2017

Bala Cynwyd, PA. – October 18, 2017:  According to a recent survey, Americans’ top financial concerns involve their Income, Savings, Retirement and Debt.1 This makes sense when you consider the following: Many of us have trouble making ends meet. In fact, almost half of Americans (47%) live paycheck to paycheck.2 We often don’t have a cushion to fall back on if something unforeseen were to happen. 70% of Americans don’t have enough emergency savings.Many Americans aren’t saving enough for retirement. Median retirement savings of working-age families is only $5,000.3 And many of us are in debt and don’t know how long it’ll take to dig ourselves out. The average bachelor’s degree will take 21 years to pay off.4

To address these common concerns, MassMutual Greater Philadelphia is hosting its first annual Financial Literacy Summit: A Day of Dollars of Sense. This all-day series of workshops is designed to connect members of our community while providing valuable financial education. MassMutual Greater Philadelphia advisors and community guest speakers will present on a variety of topics for small business owners, professional women and parents seeking information on funding their children’s education.

Guest speakers include: Christina Reger, Shareholder, Bazelon Less Feldman; Brian Martin, Director of Customer Success, BizEquity; Nelly Arnold, Principle Designer, personal | space; Megan Gray, Senior Project Manager, Albrecht Events; and Brian Walters, Senior Vice President, Business Development & Strategy, GradFin. MassMutual Greater Philadelphia advisors include: Joseph W. Murray, CLU, ChFC, CFBS, Senior Vice President; Teresa M. DeVries, CFBS, Financial Advisor and Fred Horrocks, CLU, ChFC, Managing Associate.

“From the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. For 131 years, that commitment has remained our guiding principle, for our clients and our community,” states Harris Fishman, president and CEO of MassMutual Greater Philadelphia.

“In the Greater Philadelphia community, we’re more than a financial services firm,” explains Cynthia St. Pierre, Vice President of Marketing. “We’re neighbors, colleagues, parents and friends. And we believe we can help our community become a better place to live, work and play.”

Event Details:   Wednesday, November 15, 2017
   MassMutual Greater Philadelphia Event Center: 2 Bala Plaza, 8th Floor

   7:30 – 9:30AM | Business Leaders Breakfast: Is Your Business “YOU” Proof?
   11 – 1PM | Ladies Who Lunch - Create + Grow + Protect Your Brand
   6 – 8PM | Costly Pursuit: College Education and the New American Dream

   To help make a difference in our community, as your ticket to enter the event,
   we ask you to bring a new or like new book to contribute to our Tree House Books: Book Drive!

   Join us for one, or join us for all! To register, visit:
   https://massmutual-greater-philadelphia.ticketleap.com/day-of-dollars-and-sense/

About Tree House Books
Tree House Books is a non-profit Giving Library and Literacy Center located in Philadelphia. Founded in 2005, our purpose is twofold: to provide access to books and literacy programs that promote a lifelong love of reading and writing in the children and families we serve. They support the crucial role families play in creating a literacy-rich environment, and actively work to promote families reading together in the home.

About MassMutual Greater Philadelphia
MassMutual Greater Philadelphia is home to expert financial coaches that provide thoughtful, thorough strategies and products that help their clients work towards goals in order to live their best lives. MassMutual Greater Philadelphia believes financial planning and management is becoming increasingly complex, and playing the game to win requires a team of people who love it and live it every day. The agency has maintained a track record of accomplishments and success for over 130 years.

For more information, visit www.GreaterPhiladelphia.MassMutual.com or follow MassMutual Greater Philadelphia on Facebook, Twitter and LinkedIn.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: 610‐660‐9922.

MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


1 MassMutual’s State of the American Family Executive Summary, 2013
2 Fifth Third Bank, Americans’ Financial Literacy Survey, 2016
3 Economic Policy Institute, The State of American Retirement, 2016
4 U.S. News and World Report, Student Loan Expectations: Myth vs. Reality, October 7, 2014

CRN201910-220276