Next Step Webinars

Expand your financial knowledge with the Next Step Webinars – a collection of action-oriented webinars featuring advice and tips to help you move your life forward.

Maintain Financial Wellness with Regions' Weekly Webinar Series

Join us for the Next Step Webinars where a knowledgeable Regions associate will walk you through easy-to-understand courses covering timely financial topics.

Register for an upcoming webinar using the links below. Topics regularly rotate and new dates continue to be added.

Saving for Retirement

Whether retirement is in the distant future or just a few years away, it pays to be prepared. Join us to learn about why it’s important to save for the future, how much to save and how to develop your retirement plan.

Your Road to Home Ownership

Are you ready for the risks, responsibilities and rewards that are involved in home ownership? Find out what to expect when buying a home and becoming a financially savvy homeowner.

Smart Money Habits

Smart money management can help you stay in control of your finances. Join us for this webinar for advice on budgeting, saving and planning to fit your financial needs.

Maximize Your Personal Wealth

It's never too early to start working toward your personal goals. Learn about the financial habits that can help you grow and manage wealth effectively.

Your Credit Report

Your credit score plays an important role in your finances. From understanding the basics to advice for improving your score, register to learn about managing and protecting your credit today.

Simplify Your Banking With Digital Tools

Digitally managing your finances has become even more convenient and less time consuming now than ever before. Learn how technology can help you bank with ease.

Ways to Prevent Elder Financial Abuse

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.

How to Prepare Your Business for Disasters and Unexpected Disruptions

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?

Next Evolution of Fraud: Prevention & Awareness Tips for Your Business

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?

How to Grow and Finance Your Business Webinar

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's Advice for Money Management

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 Matters: Talking to Your Kids About Money

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.

Steering Your Business Toward Success in the "New Normal"

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?

More Financial Resources from Regions Next Step

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.

This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.