Ready for Retirement
EDUCATIONAL TALK SESSION
Retirement means two major financial changes: new healthcare expenses and not having a regular paycheck anymore. To prepare for these adjustments, we need to understand how to support ourselves financially when we retire. In this health talk session, a certified financial professional will help participants understand health insurances, why they should start collecting social security benefits (and when), and how to generate a regular income stream after retirement from 401(k)s, IRAs, and taxable accounts. You'll also review Medicare, Medicaid, and Supplemental plans to help you maintain financial wellness during 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.
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.