How To Be

HEALTHY IN YOUR WEALTH and

WEALTHY IN YOUR HEALTH

Tips for Improving Your Physical and Financial Well-Being

Request Event

HOW TO BE HEALTHY IN YOUR WEALTH AND WEALTHY IN YOUR HEALTH

Speaker(s): Local Health Industry Professional & a Mariner Wealth Advisors advisor/senior wealth consultant (host) or, if you would like a speaker from the home office, such as Brian Leitner or George Fernandez, please let us know.

Est. Presentation Time: 15 minutes + health professional speaker

Financial and physical health are inextricably linked. Health issues can force a person to retire early, which has an impact on their retirement savings plan. In addition, if you have health issues, you are spending more in health care costs. Taking care of yourself early on could save you money in retirement. After all, without your health, how are you to enjoy all that you’ve accomplished?

This presentation focuses on helping attendees identify strategies that can be implemented today to help them achieve their personal health and financial goals in the future. Consider partnering with a professional in the health industry. Possibilities include:

Cardiologist or other doctor
Personal trainer
Homeopathic medicine provider
Gym owner
Dietitian

Click the image below to view how Brian Leitner hosted this event.

Addressing a targeted audience for this event is crucial. When compiling an invitation list, be sure to consider:

Who will benefit the most from this event?
Who are you trying to reach with this topic?
What is the goal for this event?

Two follow-up emails are available to send out after the event:

Both emails contain links to:

The email will be customized to include the guest speaker, if applicable.

A deliverable or follow-up piece can be created for the event and a link sent via the email.

Estimated Presentation Time: 15 minutes + health professional speaker
A campaign will be created in Compass for all events and all emails will be sent out through Pardot
Be specific and intentional on who you invite, this will help determine the speaker
Utilize your clients and contacts as a guest speaker

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.