Sell, Hold, or Give?
EDUCATIONAL TALK SESSION
The stock market can feel chaotic, like a huge auction with millions of investors shouting at you to sell or buy stocks. Luckily, you have more control over managing your company shares. In this health talk session, participants will discover new ways to think about and strategize company stocks. We'll talk about diversification versus concentration of shares, charitable giving options, and an overview of income tax share options and RSUs. By the end of the session, you will have a better idea of when (or whether to) sell, hold, or give away your shares.
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.