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How to Improve Financial Wellness
HEALTH TALK SESSION
Feeling confident about your personal finances starts with taking control, organizing spending, and setting clear goals. In this session, you’ll learn how to establish meaningful financial goals and create a personalized strategy to achieve them. Participants will assess their current financial situation and review key personal finance basics—from managing daily expenses to planning for retirement. This session encourages you to rethink and redefine your relationship with money and what financial wellness means for you.
Participants will explore:
-Assessing your current financial health
-Setting realistic and motivating financial goals
-Basics of personal finance including budgeting and retirement planning
-Developing a personalized plan for financial wellness
Take charge of your financial future with confidence and clarity.
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.