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Building a Financial Security Plan
HEALTH TALK SESSION
Money matters are rarely fixed, and financial uncertainty is a common concern—especially during volatile markets or life changes. In this session, you’ll learn how to create a long-term financial defense plan and explore strategies to proactively strengthen your financial position. Topics include protecting your credit, managing cash flow, and safeguarding savings, all while addressing the emotional side of money management.
Participants will explore:
-Creating a long-term financial security plan
-Strategies to protect credit, cash flow, and savings
-Managing emotional responses to financial uncertainty
Gain the tools and confidence to build a resilient financial future for you and your family.
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.