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Investing Bootcamp
HEALTH TALK SESSION
Money is often the top source of stress, but investing doesn’t have to be intimidating. This session breaks down the technical jargon to make investing accessible and understandable. Participants will build a solid foundation in investment basics, exploring key topics like the differences between stocks and bonds, mutual funds, ETFs, and asset allocation. You’ll learn what drives stock and bond prices, strategies to reduce concentration risk, and how to invest effectively in a taxable account.
Participants will explore:
-Key differences between stocks, bonds, mutual funds, and ETFs
-Fundamentals of asset allocation and diversification
-Drivers of market prices for stocks and bonds
-Strategies to reduce risk and invest in taxable accounts
Gain confidence and clarity to take control of your investment journey.
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.