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Becoming an Investor
HEALTH TALK SESSION
Investing can feel overwhelming with its complex vocabulary—terms like risk tolerance, investor profiles, and asset allocation. In this session, you’ll be guided through a step-by-step risk tolerance assessment to help identify your unique investor type. You’ll explore how your personal goals align with different investment options and learn what your investor profile suggests about appropriate asset allocation. This session is ideal for those who have completed an Investing Bootcamp or are ready to take the next step in their investment journey.
Participants will explore:
-How to assess your risk tolerance and investor profile
-Aligning personal financial goals with investment strategies
-Understanding asset allocation tailored to your profile
Empower yourself with knowledge to confidently begin or refine your investment path.
WHAT TO EXPECT
Your Client Success Coordinator will connect with you and take you step-by-step to ensure the subject matter and content aligns with your wellbeing goals. Your booked session includes an outline for employees to review ahead of time. Plus, we help with the marketing efforts. You'll receive marketing assets to help engage your staff, and promote your session. All virtual sessions are delivered via Zoom, and we help track utilization to ensure you’re getting the best ROI.
CUSTOMIZATION
Is this session not quite what you’re looking for? No problem. Our lineup of Pros have the experience, knowledge, and expertise to help cover a wide range of topics. We can help customize your session to the needs of your diverse staff. Looking for a more in-depth session? Make it a series! Sessions can be customized and extended to help cover important topics that require a deeper understanding.
ABOUT OUR PROS
All our wellbeing speakers and instructors, or Pros, are the highest qualified experts in their field. Rest assured that we’ve taken the necessary steps to ensure that your Pro is certified and vetted to cover the selected session.
CANCELLATION & RESCHEDULING POLICIES
For any Health Talk, Fitness Class or Team Building event any date changes within fifteen (15) days will result in a 50% rescheduling fee.