The next financial wellness days are Sept 17th-Sept 19th. Click here for more information.
Welcome to Fresno Chaffee Zoo's
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
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Conducted on a quarterly basis with rotating discussion topics ranging from:
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Investing Basics
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Wills & trusts (Estate)
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Tax planning
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Savings strategies
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Insurance
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​Retirement planning
and more
Individual Meetings
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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
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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 next financial wellness days are Sept 17th-19th
Group Presentations (Simba Classroom)
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Tuesday, Sept 17, 10:30am
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Thursday, Sept 19, 1:30pm
1-on-1 Individual Meetings (Simba & Tonle Classrooms)
Sept 17 - Sept 19th*
Please note: you obtain your manager's approval prior to scheduling your appointment.
*If you are unable to meet with an advisor during Sept 17th-Sept 19th, you will still be able to schedule a meeting at a later time. After Sept 19, we will be updating the scheduling page to provide additional meeting times.
WE'RE ALL EARS
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
© 2024 BOLT Wealth Management LLC
BOLT Wealth Management LLC is a California registered investment adviser