Financial Wellness Program

Fresno Chaffee Zoo is partnering with BOLT Wealth Management to provide comprehensive and inclusive financial wellness program for zoo employees.

WHAT'S INCLUDED

Group Presentations

Conducted on a quarterly basis with rotating discussion topics ranging from:

Investing Basics
Wills & trusts (Estate)
Tax planning
Savings strategies
Insurance
Retirement planning

and more

Individual Meetings

1-on-1 meetings will be made available for any participant interested in sitting down with a BOLT advisor. This is a great opportunity to discuss personal financial matters in a confidential setting.

Personalized Advice

All of Bolt's advisors are fiduciaries and can help each participant with their own personal financial situation. This is the most important part of the Financial Wellness Program

THE PROCESS

Schedule

The essence of the wellness program lies in the 1-on-1 meetings. This is an opportunity to discuss any concerns, questions, ideas regarding your financial livelihood.

Please access our scheduling page by clicking on the button below.
Please note, meetings are private and confidential.

SChedule a Meeting

This session of Wellness Week is March 4th-6th and the group presentations will cover:

Financial Planning Series - this will be a multi-part series with the first session covering: "Laying a Disciplined Financial Foundation."

Wills and Trusts 101: learn the how these critical documents can protect your livelihood during and after your death.

Tax Changes and Economic Update: learn about new tax changes that took effect in 2025 and ones that start in 2026. Current economic conditions will be covered and what to look for in 2026.

SChedule a Meeting

CONTACT US

We’re excited to hear from you! If you have any questions or need assistance, don’t hesitate to reach out to. We’re here to help and can wait to assist you

559-492-8676

FCZ@BOLTWM.COM

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