Overview

Advocate offers classes and webinars to help team members and leaders learn skills to manage their day-to-day finances and plan for a secure financial future. Courses are offered throughout the system and are easy to enroll in.

For More Information or Assistance

View classes, webinars, dates, locations and how to enroll below.

Call the Advocate Benefits Service Center at 800.775.4784, Ext. 1, 8am to 6pm CST, Monday through Friday for more information.

Financial and Retirement Advice 

Financial Engines offers a personalized advisory service to help with retirement planning. Financial Engines can help you set retirement goals, determine how much you need to save and offers investment recommendations to help your savings grow. Their advisors are available at no additional cost to you, should you have any retirement or investment questions, by calling 844.861.0028, 8am - 8pm CST.

Visit FinancialEngines.com/forAdvocate for more information.

    • Attend a One-on-One Meeting at Your Site

      Advisors from Financial Engines, Advocate Health's trusted retirement advice provider, will be onsite at various locations to speak with you one-on-one about your financial goals and retirement questions. Click here to for more information and to register. Appointments are scheduled in 30-minute increments.

      Appointments are in high demand and fill up quickly, so if you book one please be sure to attend. You'll receive a confirmation of your appointment time and location in advance of your meeting.

      With the help of a Financial Engines advisor, you can:

      • Better understand how to optimize the features of your retirement savings account plan
      • Get an honest assessment of your progress toward your retirement goals
      • Receive specific steps you could take to help improve your financial future
    • Questions?

      Contact Advocate Benefits Service Center
      1.800.775.4784, Option 1
      8 am to 6 pm CT, Monday to Friday

Instructor Led Courses

    • NEW! Student Loan Solutions

      Presented by HealthCare Associates Credit Union (HACU).

      2019 Dates & Locations
      Email Dana Hall at HACU to Register

    • Get Retirement Ready

      Presented by MassMutual in affiliation with MetLife

      Let’s face it - retirement can come with a hefty price tag. For most of us, it is one of the most expensive financial events that we will encounter in our lifetime.

      That’s why we’re pleased to offer MetLife’s Get Retirement Ready.  This complimentary, practical and easy-to-follow workshop will help you prepare for retirement - from explaining the “ins and outs” of Social Security and Medicare to how to anticipate and plan for healthcare expenses. There’s also an opportunity for a personal consultation.

      For a complete list of event dates, times and locations click here, and register today!

    • Get to Know Your 401(k)

      Take a tour of the retirement plan website, tools, and features. Participants will learn to use the retirement saving plan account website including plan balances, investments, transactional capabilities, retirement calculator, and more.

      Presented by ADP Services

      2019 Dates & Locations
      Register with ADP 

    • Investing for Retirement

      Review the importance of asset allocation and how to create your own allocation.  Explore risk tolerance, Target Date Funds and the GuidedChoice retirement planning tool.  Gain a better understanding of your retirement investments and how they can work for you.

      Presented by ADP Services

      2019 Dates & Locations
      Register with ADP

    • Retirewise

      Presented by MassMutual in affiliation with MetLife

      Join your colleagues for the complimentary, practical, and straightforward Retirewise workshop series and an optional personal consultationIt doesn’t matter how much or how little planning you’ve done, or if your retirement is many years away, you’ll find the Retirewise workshops worthwhile.

      Upcoming Dates:

      9am to 1pm
      Saturday, May 4, 2019
      4440 West 95th Street, Oak Lawn, IL
      Room 0636AB

      9am to 1pm
      Saturday, June 8, 2019
      1775 Dempster Street, Park Ridge, IL
      Special Functions Room

    • Stepping Into Retirement

      Learn about the options available for your Advocate retirement accounts when you retire.  Gain a better understanding of your Advocate retirement benefits and how to utilize them as part of your retirement plan.

      Presented by ADP Services

      2019 Dates & Locations
      Register with ADP 

    • The Truth Behind Credit Reports

      Presented by HealthCare Associates Credit Union (HACU)

      2019 Dates & Locations
      Email Dana Hall at HACU to Register


    • Understanding Social Security

      Presented by MassMutual in affiliation with MetLife

      The more you know about Social Security, the better chance you have of getting the most out of it. That’s why we are pleased to offer MetLife’s Understanding Social Security, a 30-minute presentation followed by an optional 30-minute Q&A with the instructor, where you will learn:

        • How it can pay to delay your benefits 
        • The effects of earned income and how benefits are taxed 
        • Next steps you can take to create an income strategy 

      There is also an opportunity for a personal consultation. 

      For a complete list of event dates, times and locations click here and register today!

Webinars

    • Get to Know Your 401(k)

      Review the online tools Advocate offers to use in planning for retirement and tracking your progress.  Lean tips and tools to access your accounts, transactional capabilities, quarterly account statement, a retirement calculator, and how to track your savings goals.

      Presented by ADP Services


      Register with ADP

      Dates & Times:
      April 24, 2019: 5pm and 8pm
      April 25, 2019: 12pm and 1pm
      April 26, 2019: 9am and 11am
      May 20, 2019: 4pm and 8pm
      May 22, 2019: 9am and 11am
      May 23, 2019: 1pm and 3pm

    • Investing for Retirement

      Review the importance of asset allocation and how to create your own allocation.  Explore risk tolerance, Target Date Funds and the Financial Engines retirement planning tool.  Gain a better understanding of your retirement investments and how they can work for you.

      Presented by ADP Services


      Register with ADP

      Dates & Times:
      July 15: 12pm and 3pm
      July 29: 4pm and 8pm
    • Watch On Demand: Fundamentals of Investing

      Click here to watch a 30-minute Fundamentals of Investing presentation anytime.

      This presentation is conducted by a Retirement Counselor with ADP Retirement Services and covers three topics: retirement principals, investment basics and asset allocation strategies.

Question Mark IconQuick Questions

    • Do team members pay for any of these services?

      All educational and informational services are free. If you take advantage of financial planning services or benefits offered by vendors, there may be associated fees or costs.
    • Can my family use these services?

      Yes, family members may attend courses offered on-site and use the online resources.


    • Do you have classes?

      Yes, a range of classes are offered on topics such as investing, understanding your 401(k), Social Security, retirement planning and more. View available classes and register online. Classes are offered both classroom style and webinars.
    • How can I participate?

      Register for courses on ATMS or with our Financial Wellness vendors.
      • Financial Wellness Fairs are publicized at Advocate sites in the fall.
    • Can I receive Healthe You points for attending classes?

      Yes, you may be eligible to receive Heatlhe You points for attending instructor led, onsite courses.     
Screen Shot 2019-03-06 at 9.48.03 AM