Next Step® financial seminars and workshops
You want your employees to make the most of their money. Regions can help. Regions Next Step program provides on-site and virtual financial wellness workshops and seminars at no cost for you or your employees. Let our knowledgeable, helpful associates guide your team through each step of their financial journey with guidance, resources and tools to fit their need and help move them toward financial confidence.
Financial stress is rising
Employee financial stress is rising. Fifty-seven percent say finances are the top cause of stress, with 44% of workers saying finances are a distraction at work and 75% saying they would be attracted to another company that cares more about financial well-being when compared to their current company. Regions has worked with companies as small as two employees and as large as 450,000 employees across a variety of industries, professional providers, nonprofits, government entities and many more.
Available seminar series
Each of the seminars include a collection of presentations that typically last around 45 minutes to provide your employees with a well-rounded understanding of these important financial topics. Choose from the available series below.
Managing your money
Fuel your day-to-day goals and gain more control over your money.
Personal finance
Make it easy, save time and manage your finances.
Saving for retirement
Start planning for and reaching your long-term goals.
Owning a home
Find solutions, tips and tools to help move you toward homeownership.
Financial hardships
Be ready when emergencies hit, or you are faced with other challenges.
Business
Break down your objectives and secure the financial future of your business.
Seasonal finances
- Vacations, staycations and more
- Five times you need financial advice
- How to holiday on a budget
Students
- Banking basics for students
- Money management for student athletes
- Reality Check
Money basics for life
Provides people with disability the guidance, tools, and ability to bank independently and on their own terms.
Available workshops
Workshops provide an interactive, action-oriented experience, typically lasting around 15 minutes. Choose from the available topics below.
Understanding credit
- Credit reports and scores
- Establishing or repairing your credit
Spending and saving
- Fueling your savings plan
- How to holiday on a budget
- My retirement savings plan
- Preparing a personal saving and spending plan
- Spring clean your finances
- The cash flow connection to your financial goals
- When do I need a plan for my finances
- Be financially prepared before disaster strikes
Homeownership
- Should I refinance my home
- Understanding home equity
- What to expect when buying your first home
Understanding fraud
- Fraud targeting college students
- Fraud scams businesses should know about