Personal Budgeting and Tracking
EDUCATIONAL TALK SESSION
Want to tighten up your budget and tracking before venturing out to investments? Smart move! In this team building session, you’ll get hands-on experience with cash flow and budget tracking using a worksheet. Participants will select budget categories most relevant to their financial situation and match percentages to develop a personalized template. You'll also learn beneficial saving and investing strategies for when you're ready to improve other parts of your financial wellness. This session is often taken after the Investing Bootcamp 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.
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.