At Regions, we are committed to providing the advice, guidance and perspective your employees need to help them make the most out of their money. That's why we offer complimentary, on-site seminars and virtual webinars where a knowledgeable Regions associate will walk them through easy-to-understand courses covering different financial topics, handouts and assessments to get them on the road to financial wellbeing.

Overview

Growing wealth often can seem complicated or even a little mysterious. After all, few people achieve wealth… so it must be very difficult to do, right? Not at all. People who achieve wealth do so because they practice the habits that lead to wealth. Learn how to practice solid financial habits (small ones) and, over time, create the accumulation of wealth that can potentially lead to reaching millionaire status. Learn how the financial choices you make today might make a difference in the bottom line of your financial future!

This workshop will answer these big questions:

• How can you accumulate wealth effectively?
• How can you build an effective investment portfolio?
• How do you transition through the key financial life stages?
• How do you better protect yourself from investment fraud?
• How do you efficiently manage a transfer of wealth?

Available Versions

• English language
• Spanish language

Preview the Deck

English - Maximize Your Personal Wealth

Spanish - Maximize Your Personal Wealth

Get More Information or Book an Event

Knowledgeable Regions Associates bankwide are ready help your employees reach financial success. To learn more or get started, click “Find a Location” to schedule an appointment.

Find a Location