Health + Wealth: A Holistic Approach to Retirement (Webinar Recording)
This webinar explores how proactive health planning—like executive health physicals—can support long-term financial goals and improve quality of life. Learn how CAPTRUST advisors are helping clients take a more complete approach to retirement and beyond. 
Our speakers Raul Seballos, M.D. of the Cleveland Clinic and CAPTRUST’s Eddie Welch discussed how:
- Health is a key factor in long-term financial planning.
- Your physical well-being directly influences retirement strategies, healthcare costs, and overall financial security.
- Proactive care can lead to better outcomes.
- Cleveland Clinic’s executive health physicals offer same-day, comprehensive evaluations that help clients stay ahead of potential health risks.
- Holistic planning is the future.
- CAPTRUST advisors are integrating wellness into financial conversations to help clients make smarter, more informed decisions.
CAPTRUST recently announced the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic, which combines access to Cleveland Clinic’s medical services with CAPTRUST’s signature client service, offering a concierge-supported approach to both financial and physical well-being.
For a copy of the transcript, click here.
Disclosure: CAPTRUST is not a medical provider and does not deliver health care, diagnostic, or treatment services. All medical services described herein are provided solely by Cleveland Clinic and its affiliated professionals. Participation in these services is voluntary and through a referral basis by CAPTRUST. CAPTRUST assumes no responsibility or liability for the medical advice, diagnoses, or treatments clients may receive as a result of a referral to Cleveland Clinic.