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Investing Bootcamp
HEALTH TALK SESSION
Money is America’s top stressor, but it doesn't have to be. Once you sift through the technical jargon, investment suddenly becomes more accessible. In this health talk session, participants will build their foundational knowledge on investments, reviewing key topics like the difference between stocks and bonds, what mutual funds and EFTs are, and asset allocation. You'll learn about the key drivers of stock and bond prices, how to reduce concentration risk, and how to invest in a taxable account. Harness your investing power, and utilize your resources with this confidence-boosting financial wellness session.
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.