Financial Topics

Health Advocate offers a wide range of resources in conjunction with our financial partner.
The following sessions are available onsite or by webinar for $700, regardless of session length. They can also be customized for an additional fee. Requests for workshops and webinars can be submitted online at https://eaptrainings.healthadvocate.com. You can also send an email to Workshops@HealthAdvocate.com or call your EAP toll-free number. Please note, topics and availability are subject to change without notice.

+ #Adulting: Surviving to Thriving

- #Adulting: Surviving to Thriving

About this session:

Adulting can be overwhelming, but it doesn’t have to be. This session explores opportunities and decisions for managing your finances as an adult and provides strategies for overcoming common obstacles. Learn about topics like budgeting, saving, investing, and debt management, as well as communications skills and setting goals. Whether you’re just starting or want to refine your skills, this event can provide tools and knowledge to help you. (Available as a 60-minute session)

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+ A Guide to Mortgage Basics

- A Guide to Mortgage Basics

About this session:

Obtaining a mortgage doesn’t have to feel scary or overwhelming when you know what to expect. Let us help simplify the major components of a mortgage for you. We’ll explain where to start, the requirements of different types of loans, and how you might choose what’s best. We’ll also dive into interest rates and how they can affect your payment. Finally, we’ll discuss closing costs and the fees associated with getting a loan. (Available as a 60-minute session)

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+ A Guide to Smart Home Buying Decisions

- A Guide to Smart Home Buying Decisions

About this session:

Buying a home could be one of the largest purchases you ever make. This event can help you navigate the process. We’ll cover topics like budgeting, financing options, finding a real estate agent, and more. You’ll also learn about avoiding common pitfalls and different types of mortgages. Additionally, we’ll explore some financial benefits, such as potential tax advantages and building equity. (Available as a 60-minute session)

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+ Balancing Your Financial & Emotional Well-being

- Balancing Your Financial & Emotional Well-being

About this session:

Stress is something we all experience. Financial and emotional strains are common, routinely appear together, and can significantly influence our lives. Successfully reducing these stressors is key to overall wellness. We’ll walk through several financial challenges and offer tips on how to effectively manage them. We’ll also address how to work with resources and how professionals can help. (Available as a 60-minute session)

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+ Building Financial Resilience

- Building Financial Resilience

About this session:

We may all face a financial setback at some point in life. How will you react? What is the plan? This session walks participants through a process that includes assessing the challenge and the impact on your finances. It also addresses how to take action and get prepared for any possible future difficulties. (Available as a 60-minute session)

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+ Dollars & Sense: A Guide to Budgeting

- Dollars & Sense: A Guide to Budgeting

About this session:

Sticking to a budget can be tricky. But it can also help you build a positive cash flow and reach financial goals! This session outlines a process for creating a spending plan that fits your needs and offers practical tips for making it last. Learn what goes into a budget and gain control of your money. Whether you’re new to budgeting or want to improve your current approach, you’ll gain valuable resources for achieving financial stability. (Available as a 30-minute or 60-minute session)

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+ Estate Planning: Financial Basics

- Estate Planning: Financial Basics

About this session:

Many people put off estate planning until it’s too late. This session provides practical tips for creating a plan that reflects your values and goals. We’ll cover various financial factors and tools that can help protect your assets and ensure your wishes are carried out – like wills, trusts, powers of attorney, and healthcare directives. Join us to learn how to start securing your legacy today. (Available as a 60-minute session)

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+ Investing Basics: Growing Your Wealth

- Investing Basics: Growing Your Wealth

About this session:

Investing can be intimidating, especially if you’re new to the game. We’ll talk about the basics of investing, including different types of investments and evaluating risk and return. Whether you’re saving for retirement or just want to grow your wealth, this event can provide education, tools, and confidence to help you get started. (Available as a 30-minute or 60-minute session)

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+ Managing Financial Needs of Children & Aging Parents

- Managing Financial Needs of Children & Aging Parents

About this session:

Navigating personal finances can be daunting for anyone, but if you support children and aging parents or grandparents, you are likely facing much greater challenges. Help has arrived! We’ll show you how to assess your financial and personal capacity and set realistic boundaries to help you through this stage of life. We’ll address how to handle setbacks and remain resilient and provide resources and tools to help you manage your financial goals. (Available as a 30-minute or 60-minute session)

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+ Mastering Money Basics

- Mastering Money Basics

About this session:

If you want to feel confident about your finances, consider using a plan with the following components: controlling spending, managing debt, prioritizing savings, and maintaining excellent credit. Avoiding or losing focus on any of these elements can add stress to your life. This event explains the importance of each one and helps you get started. (Available as a 30-minute or 60-minute session)

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+ New Year, New You: Turning Goals into Reality

- New Year, New You: Turning Goals into Reality

About this session:

Many of us start the new year with big dreams and ambitious goals, but as time goes by, we find it hard to reach the finish line. This session explores the art of goal-setting and provides ideas for staying motivated. Learn about anticipating challenges and ways to celebrate your progress. (Available as a 30-minute or 60-minute session)

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+ Overcoming Debt & Achieving Financial Freedom

- Overcoming Debt & Achieving Financial Freedom

About this session:

Debt is one of the biggest obstacles that keeps people from reaching their financial goals. This event will encourage you to prioritize debt management and provide options for getting started. We’ll review specific debt reduction strategies and how to write and follow SMART goals. We hope you leave this event motivated and more confident about reducing your debt. (Available as a 30-minute or 60-minute session)

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+ Planning for College 101

- Planning for College 101

About this session:

Financing a college education is a big task. This event explores things you need to know about funding education, including how to apply for federal and state financial aid, scholarships and grants, and other funding options like 529 plans. We’ll also touch on budgeting for college expenses. Whether you’re supporting a loved one or you’re a student yourself, this event can help. (Available as a 60-minute session)

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+ Relationships & Money

- Relationships & Money

About this session:

Money can be a tricky subject, especially when it comes to relationships. This event explores the various ways that finances can impact relationships and how to approach money in a healthy and sustainable way. Learn best practices to improve communication skills with friends and family. (Available as a 30-minute or 60-minute session)

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+ Retirement Planning: Early Career Decisions

- Retirement Planning: Early Career Decisions

About this session:

A critical first step towards a solid retirement plan is creating and establishing savings goals. Knowing there are many competing needs for the dollars you save, we’ll review goal-setting strategies that can help you stay on track. Learn about estimating how much you may need to save by the time you retire, calculating the amount to invest each month, the power of compounding, and retirement account options. (Available as a 60-minute session)

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+ Retirement: Late Career Decisions

- Retirement: Late Career Decisions

About this session:

Retirement: Late Career Decisions For a satisfying retirement, it’s important to integrate your finances with your passions and priorities. What do you imagine for your retirement lifestyle and expenses? Whether you’re on track with savings or not, your current decisions will impact whether you can sustain the future you envision. Learn how you might assess where you’ll live, your travel expenses, funding new skills and hobbies, opportunities to give back, and the implications of different lifestyle decisions. (Available as a 30-minute or 60-minute session)

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+ Retirement: Navigating Common Risks

- Retirement: Navigating Common Risks

About this session:

Managing risk is a critical part of securing your financial future. We’ll discuss common risks that can affect retirement savings, such as market volatility, inflation, longevity, taxes, timing, and unexpected expenses. We’ll also explore ideas for addressing these challenges. Whether you’re already retired or just starting to plan, this event can help you navigate the retirement landscape and potential risks. (Available as a 60-minute session)

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+ Smart Money Moves: Holiday Planning

- Smart Money Moves: Holiday Planning

About this session:

The holidays are a time for celebration, but they can also bring stress and financial strain. This session explores the financial side of holiday planning and provides ideas for keeping your budget in check while enjoying the festive season. Learn about budgeting for gifts and entertainment and get tips for finding deals and leveraging technology. We’ll discuss thoughtful gift-giving strategies, hosting a gathering on a budget, and avoiding debt. (Available as a 30-minute or 60-minute session)

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+ Smart Money Moves: Tips for Major Purchases

- Smart Money Moves: Tips for Major Purchases

About this session:

Whether it’s a car, living room furniture, or a washer and dryer, big purchases take some special planning. This session addresses factors such as buying now versus later, saving versus financing, and buying versus leasing. We’ll also explore credit and budget implications, as well as strategies for planning ahead and saving money in the long term. (Available as a 30-minute or 60-minute session)

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+ Smart Tax Moves: Understanding Tax Returns

- Smart Tax Moves: Understanding Tax Returns

About this session:

This event is designed to help you better understand and feel more confident about the tax filing process. Learn about the basics of tax returns, such as determining your filing status and calculating your taxable income and more advanced topics like tax deductions and credits. We’ll also explore the different types of tax returns, including federal and state returns, and how to file them. (Available as a 30-minute or 60-minute session)

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+ Teaching Children Money Concepts

- Teaching Children Money Concepts

About this session:

Raising financially responsible kids can be challenging. Join this event to learn about ways to teach your children the value of money and introduce them to budgeting, saving, and investing. We will cover age-appropriate concepts from early childhood through young adulthood. Nurture your family’s financial skills and help them build a strong financial foundation. (Available as a 60-minute session)

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+ The Student Loan Survival Guide

- The Student Loan Survival Guide

About this session:

Repaying student loans can be a daunting task, but it is possible! We’ll explore some of the elements you can use to create a student loan repayment plan, including evaluating your repayment options, negotiating with lenders, and adjusting your budget to help with timely payments. We’ll also explore options like consolidating loans, refinancing, and how to apply for loan forgiveness programs. (Available as a 60-minute session)

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+ Thriving in Challenging Economic Times

- Thriving in Challenging Economic Times

About this session:

Feeling the sting of a tough economy? Market changes and inflation can lead to rising levels of financial challenges and frustration. This event discusses steps you can consider to reduce or avoid added stress. We’ll also address what may be the cause of the change in prices, how you might adjust your budget, and resources available to you. (Available as a 60-minute session)

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+ Unlocking the Power of Your Credit

- Unlocking the Power of Your Credit

About this session:

Credit plays a vital role in achieving financial health, yet many people struggle to understand and effectively manage their credit. In this informative and engaging session, we’ll dive into the fundamentals of credit, including how it works, how to establish and maintain good credit, and common mistakes to avoid. (Available as a 30-minute or 60-minute session)

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