Workplace Financial Wellness Solutions to Recruit & Retain
Help your employees build strong financial IQ with FitPro's FINANCE programs
Build a More
FitPros was established to bring fitness and health industry experts right to your office, providing turnkey wellness programs that engage and motivate employees.
Be Your Own CFO
Our ‘Be Your Own CFO’ workshop is about taking control of your financial life and being your own Chief Financial Officer by understanding, monitoring, and managing your income and expenses. This Health Talk will cover topics such as spending, servicing debt, savings, and investments; how to monitor credit, as well as the factors most impacting one's credit score. Participants will learn the formula for maximizing their “profit;" review best practices for managing, spending, and dealing with debt; get to know their numbers: gross income, withholdings, taxes, benefits, and net pay; understand the 3 S’s: Spending, Servicing Debt, Saving & Investing; discuss creative spending tactics and effective debt strategies; and learn how to create and use a Financial Dashboard.
Ready for Retirement
To feel adequately prepared for retirement, employees need to feel informed and educated on how to handle the two major financial changes they will incur: new healthcare expenses and not having a paycheck. In this talk, a certified financial professional will review health insurance, help participants understand when they should start collecting Social Security benefits, and teach them how to create a regular income stream. Participants will gain insight on: how to understand Medicare, Medicaid, and Supplemental plans; the two keys to deciding when to start Social Security; and how to collect consistent income from 401k’s, IRAs, and taxable accounts.
Are you confused about the difference between stocks and bonds? What a mutual fund is and what ETF’s are? Money is America’s #1 stressor, but it doesn’t have to be. In this discussion, participants will be taught the 2 saving and investing priorities; what stocks, bonds, cash, mutual funds, and ETFs are; 3 key principles of asset allocation, diversification, and asset location; the power of tax-advantaged accounts: 401ks, IRAs, and Roth IRAs; and the 5 steps that can effectively help one create and manage their own investment plan. Every attendee will leave feeling less stressed and more confident in their investment decision-making.
Ever wonder why you need an estate plan and how to get started on yours? In this Finance Workshop, the terms 'estate' and 'estate plan' are defined and discussed. Participants will come to understand that estate planning involves titling, documents, and structures, and learn about the four core components: a will, a trust, and two durable powers of attorney for financial and health matters. Participants will also discover the three mistakes to avoid making while estate planning and see how important it is to think through the people to involve in your estate plan.
Employee Stock Options
Do you know your stock options? In this Finance Talk, participants will understand the attributes of stock awards (e.g., RSSs and RSUs), review all income tax considerations and consequences, and learn about 3 Keys while exercising options.
It’s time to finally understand W-2s and 1099s, income and AGI, schedules and worksheets, AMT and capital gains, and deductions and credits. This workshop will help equip participants to complete their own tax return, or it will empower them to understand their return if they choose to hire a tax preparer to edo it for them. Participants will learn: the basics of federal income taxation, the components required for completing your tax return, the step-by-step process of how to complete a sample Form 1040, the most common worksheets and schedules, where exercise of stock options and sale of shares fit in, and the 4 important things to review for each year. Come make some sense of income taxes!
All of your on-site wellness needs are met with FitPros!