Financial Education Seminars

We’re on a mission to help shake bad habits, simplify and improve financial futures.

Financial Education Seminars

We’re on a mission to help shake bad habits, simplify and improve financial futures.

Information Requests

Advancial offers a wide range of informational pieces that explain our many financial products and services. If your company or association would like to request an informational piece in print or digital formats, please contact your Advancial Business Relations representative or send us an email at bizinfo@advancial.org.


Seminar Requests

Advancial understands that time is money. That’s why we coordinate seminars and free financial workshops that maximize employee and/or member reach while minimizing disruptions to your business. We work with you to understand your needs to coordinate short and effective seminars and events during benefit fairs or other meetings, such as our popular lunch and learn seminars. Advancial offers a broad range of seminar topics including:


Finance

  • Budgeting 101: How to start and stick to a budget
  • Financial Planning
  • Retirement Planning
  • Saving for College
  • Social Security and Your Retirement
  • Teaching Your Kids Financial Responsibility
  • Your Money Personality
  • Five Financial Goals for Young Professionals
  • Couples and Money


Credit

  • Understanding and Improving Your Credit Score
  • The Nuts and Bolts of Credit Cards
  • Debt Consolidation: How to reduce debt


Consumer Protection

  • Identity Theft and Social Engineering
  • Child Identity Theft


Auto, Home and Travel

  • Auto Buying and Selling
  • Home Mortgages: The buying, refinancing and selling process
  • Home Buying: A step by step guide
  • Dream Big, Live Small: A tiny take on housing

To request one of the seminars listed above, email us at bizinfo@advancial.org. If you are in need of a different topic or format, our team will be happy to work with you to customize a seminar that matches the needs of your employees and/or members.

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