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Ready for Retirement
HEALTH TALK SESSION
Retirement brings major financial shifts—new healthcare expenses and the end of a regular paycheck. In this session, a certified financial professional will guide you through preparing for these changes. Learn about health insurance options, the right time to start collecting Social Security benefits, and how to generate steady income from 401(k)s, IRAs, and taxable accounts. You’ll also review Medicare, Medicaid, and supplemental plans to help maintain your financial wellness throughout retirement.
Participants will explore:
-Key healthcare options for retirees, including Medicare and Medicaid
-When and how to claim Social Security benefits
-Strategies for generating regular retirement income
-Maintaining financial wellness during retirement
Prepare confidently for a secure and comfortable retirement.
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.