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Professional Trainings & Corporate Wellness

Customizable packages

Professional Trainings

Potential CFP CE & Bar CLE credit available upon request

   

Integrated Financial planning is more than the externals as we've been taught.  It also has to do with the skills we acquire to support our clients in exploring their past experiences and present considerations in order to achieve future goals. Examining our own scripts and biases help us  in understanding our unconscious responses to clients and help us more effectively help them.  

Call to find out more about services, packages and prices

Corporate Wellness

Protect employee health and productivity. COVID-19 has only added to the anxiety and stress experienced at the workplace. 

 

This manifests in...

  • a sense of loss 

  • feelings of uncertainty, frustration, and overwhelm

  • employees suffer from lack of direction and disconnection as social distancing and working from home continues

  • Relational stresses heat up at home with couple working in close quarters sometimes while home-schooling or child-care is also taking place

This directly affects the corporate bottom line as ...

  • motivation and productivity decrease

  • absenteeism increases

  • increased healthcare costs

  • decreased employee retention

  • increased employee acquisition costs

 

Just as these are all real and measurable consequences to a business, so are the benefits.

Benefits of Employee Health...

  • less stress results in 

    • improved employee health

    • reduced healthcare costs for the company & employee

    • improved employee relations

  • improved employee morale 

    • improves employee work satisfaction

    • increases satisfaction with employer 

    • improves employee engagement

    • improves employee retention 

    • reduces employee acquisition costs due to turnover

  • decreased absenteeism

  • increases productivity and team efficiencies

Call to find out more about services, packages and prices

 'A wealth you can not imagine flows through you' - Rumi

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Serving Clients Virtually

Company

(520) 369-3380

Conversations are complimentary. Give us a call to discuss your needs

Being in Abundance LLC (“BIA”) is a registered investment advisor offering advisory services in the State(s) of Arizona and in other jurisdictions where exempted.  BIA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training. Being in Abundance’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment-related information, publications, and links. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute in the state where the persons resides. Any follow-up or individualized responses to a prospective client or consumer in a particular state by BIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.  For information pertaining to the registration status of Being in Abundance LLC, please contact the state securities regulators for those states in which BIA maintains a registration filing. A copy of Being in Abundance LLC ‘s current written disclosure statement discussing its business operations, services and fees is available at the SEC’s investment advisor public website - www.advisorinfo.sec.gov or from the footer on the BIA website. 

    

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This website and information are not intended to provide investment, tax, or legal advice. Investments involve risk and unless otherwise stated, are not guaranteed. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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