Next Step Seminars

Maximize Your Personal Wealth

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

Seminar 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 seminar 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

Want More?

Talk to a banker to find out about the array of resources available in our financial wellness seminar collection.

Make an Appointment

Preview the Seminar Deck

This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation.