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Financial: Charting Your Financial Future

State Farm strives to be the customer's first and best choice for insurance and financial services needs. We also realize the value of developing an understanding of the financial landscape on a personal level. As a result, employee financial education is one of the many benefits offered to employees as part of the State Farm Total Rewards package. Our employee financial education program, Charting Your Financial Future (CYFF), consists of a variety of workshops to help you make choices that are consistent with your personal financial goals and values.

The more education you have, the better equipped you'll be to make financial choices to help you reach your goals. Charting Your Financial Future is designed with that in mind. Our online workshops are not sales or financial products training, but tools to help you plan and prepare for your future at your own pace and on your own schedule. Our on-demand videos offer you the opportunity to learn about a variety of financial topics, even if you only have a few minutes to spare.

No matter what stage of life you are in — from college funding to investment strategies to retirement planning — there is a Charting Your Financial Future online workshop or on-demand video just right for you, your situation and your schedule. Learn more about our workshop categories below.

Benefits Planning

Two workshops explain many of the financial benefits State Farm offers, including information about the Retirement Plan (defined benefit pension plan), the defined contribution 401(k) Savings Plan, and the State Farm Federal Credit Union.

Retirement and Estate Planning

Whether you are 25 or 45, you may want to consider the importance of planning for retirement. Similarly, estate planning really is for everyone. Regardless of your age or financial situation, there are steps you should consider in order to protect your loved ones and your assets.

College Planning

This workshop helps you understand how to save for your child's education, recognize what tax-advantaged savings vehicles are available, learn how financial aid and other resources can help meet your funding goals and steps to repay student loans.

Saving and Investing

Several workshops help you with securing your financial future. Many of us find it hard to consider saving and investing for the future until we learn how to manage our money today. Do you have a plan for your investments? How about your next paycheck? Workshops on budgeting and debt management, financial planning, investing and other topics can help you create and maintain your financial plan, and assist you in the achievement of your financial goals.

Tax Planning

This workshop is designed to help you improve your tax knowledge. It helps you understand key considerations in tax planning for life events and prepares you to speak with a tax advisor.

Best of all, the CYFF workshops are offered at no cost to you. So, take advantage of this free financial education benefit. Make the most of your Total Rewards and start charting your financial future today!


This brief overview of the State Farm Charting Your Financial Future program is not intended to be a complete explanation of program features. For more detailed information, please refer to the online Human Resources Policy Manual for U.S. employees.