Next Step Webinars

As more than 10,000 Americans turn 65 everyday, keeping seniors safe from financial abuse is increasingly important. For many seniors, identifying and reporting financial abuse isn’t easy. In this on-demand webinar, we’ll identify some of the ways to help seniors avoid exploitation through preventive practices, monitoring accounts and investments, identifying a trustworthy power of attorney, and more. You’ll hear from experienced Regions professionals, including Anna Priestley, Trust Advisor with Regions Private Wealth Management, and Natalie Meeks, Next Step Financial Educator for Regions Bank.

Disasters and disruptions can happen without warning, impacting your finances and how you operate. In this webinar, we’ll discuss different scenarios to prepare for, steps you can take to help safeguard your finances and maintain cash flow, and actionable tips to help improve your business’ resiliency. You’ll hear from experienced Regions professionals, including Business Resilience Leader Royal Bennett, Treasury Management Relationship Manager Leslie Lucas and Next Step Financial Educator Donna Medina.

We’ll answer these big questions:

• What types of disasters and disruptions can impact your business?
• What should be included in business continuity and recovery plans?
• What can you do in advance to help your business financially weather a disaster or disruption?

Looking for tips to protect yourself and your business against fraud? In this webinar, we’ll address fraud threats that are emerging today, the most up-to-date information on the many schemes out there, and helpful practices and tips to help businesses be fraud aware and prepared. Learn from experienced Regions professionals, including Commercial Fraud Forensics & Payment Strategist Jeff Taylor, Treasury Management Products and Services Manager Randy Wilborn and Financial Wellness Relationship Manager Georgia Hendricks.

We’ll answer these big questions:

• What are ways fraud can happen to your business?
• What are fraud trends and scams threatening businesses today?
• What fraud prevention controls can be put in place to help protect your business?
• What steps should be taken if your business has fallen victim to fraud?

Looking for tips to reach your business growth goals? In this on-demand webinar, we’ll provide innovative ideas for marketing your business, advice from a banker for applying for a business loan, and guidance on strategically building your business network. Learn from entrepreneur Bobby Hoyt, known as the Millennial Money Man, and Rokki Coleman, Regions Bank Branch Business Solutions Manager.

We’ll focus on these big questions:

• What engaging online marketing strategies can your business use to attract new customers?
• What are different business financing options and best practices for applying?
• What are tips for working with a banker to achieve your business goals?
• How can strategic networking be valuable to your business?

Eric Smith, The Financial Literacy Coach, shares advice on budgeting, saving and planning to fit your financial needs in two webinars. Join us for Money Moves for the New Normal, a discussion on financial resiliency lessons we learned in 2020, best practices for managing your money now, and how to realistically plan for the future.

Watch Making a Money Game Plan for Tough Times on-demand for advice on how to adjust your financial strategy for today’s challenging economic scenario.

Register for these webinars using the links below.

• Money Moves for the New Normal (On Demand)
• Making a Money Game Plan in Tough Times (On-Demand)
• Making a Money Game Plan Handout

When it comes to family finances, everyone can play a role. In this webinar, Jessica Turner, The Mom Creative, and Shaun Collings, a Financial Wellness Relationship Manager at Regions, explore how to teach your kids about money management and share advice from their own experiences.

• Money Matters: Managing Family Finances Together (On Demand)
• Managing Family Finances Together Handout

Are you experiencing disruption in your small business? If you are a small business owner working to adjust and adapt to this new environment, you are not alone. Your success is tied to your ability to withstand financial challenges which makes it essential to review your financial position, fine-tune operations, and look for opportunities to propel your business forward. This webinar features actionable advice to help you steer your business in the right direction.

Join Bobby Hoyt, the Millennial Money Man, along with Jim Kersey, Regions Bank’s Consumer Banking Manager in Nashville, and host Joye Hehn, Next Step Financial Education Manager for Regions, for practical suggestions on assessing where you stand, adapting as you need to, and coming up with creative ways to move forward.

In this webinar, we will answer these big questions:

• What are the first three priorities to consider when evaluating the financial health of your business?
• How can you propel your business forward, even in times of challenge?
• What are effective ways to powerfully promote your business and how can you use your personal brand to help?

• Steering Your Business Toward Success in the "New Normal" (On Demand)
• Steering Your Business Toward Success Handout

Looking for tips and tools for reaching your financial goals? Next Step’s online collection is full of articles, podcasts, worksheets, calculators and other useful resources to help you break your plans down into manageable and achievable steps.