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Establish the Right Investment Accounts
HEALTH TALK SESSION
Once you're ready to start investing, gaining practical market experience is key—without taking on unnecessary risk. In this session, you'll learn how to buy stocks, bonds, mutual funds, and exchange-traded funds (ETFs) using an online simulator. The session also covers the benefits of diversified investments, individual securities, robo-advisors, and managed accounts. Perfect as a follow-up to the Investing Bootcamp, this talk equips you with hands-on skills to build your investment portfolio confidently.
Participants will explore:
-How to use an online simulator for risk-free investing practice
-Differences between stocks, bonds, mutual funds, and ETFs
-The advantages of diversification, robo-advisors, and management accounts
Gain practical tools to confidently establish and manage the right investment accounts for your goals.
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.