Your overall health is linked to good financial health!

In fact, surveys show that most Americans consider money to be their single biggest source of stress.  That’s why Advocate offers classes and webinars to help team members learn skills to manage their day-to-day finances and plan for a secure financial future. Courses are offered throughout the system and it’s easy to enroll. 

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

NEW! Financial Engines

Financial Engines is Advocate's new financial advice provider, offering free or fee based advice.

    • Attend a Live Presentation at Your Site

      Financial Engines will be hosting presentations at various locations in August & September.

      During these presentations, you will learn:

      • About Financial Engines and the level of advisory services available to you
      • How Financial Engines can help you invest your 401(k) Plan account

      Click here to register for a meeting dates and times that works for your schedule

    • Meet a Financial Engines Advisor

      These licensed advisors can help you:
      • Better understand how to optimize the features of your 401(k) Plan account
      • Get an honest assessment of your progress toward your retirement goals
      • Invest your retirement portfolio (including your 401(k), IRA and other taxable accounts)
      • Receive specific steps you could take to help improve your financial future

      Click here to schedule a complimentary, confidential 30-minute appointment with a Financial Engines advisor.

    • Explore Financial Engines Online

    • Questions?

      Contact Advocate Benefits Service Center
      1.800.775.4784, Option 1
      M-F, 8am-6pm CT

Instructor Led Courses

    • Get Retirement Ready

      This workshop prepares individuals for the decisions they need to make as they approach retirement, including sources of retirement income, employer distribution options, lump sum vs rollover, health insurance options and relocation decisions.  Learn about the “ins and outs” of Social Security and Medicare; how to anticipate healthcare expenses and plan accordingly; and the importance of reviewing insurance needs and reducing personal debt. 

      Presented by MassMutual in affiliation with MetLife

      2018 courses are complete. Please visit this page in January, 2019 for an updated list of course offerings.


    • Debt Management

      Your phone is ringing off the hook with calls from creditors, the bills are piling up on the kitchen counter, you find yourself up at night stressing about how to make it all stop…where can you turn for help? Get the tools you need to talk to creditors, explore your options, and get back on track! 

      The classes will review: 
      --How Bad is it?
      --Dealing with Creditors
      --Paying Bills in a Financial Crisis
      --The “B” word (budget)
      --Myths of Debt Repair
      --Consequences of Bankruptcy
      --Educational Resources

      Presented by HealthCare Associates Credit Union (HACU)

      2018 courses are complete. Please visit this page in January, 2019 for an updated list of course offerings.

    • 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


      Dates & Locations

      Register with ADP or ATMS

    • Identity Theft Solutions

      Your purse or wallet is missing…do you know what to do? Identity theft remains a rising crime, prevalent across the world. Learn the methods perpetrators use to obtain your personal information, the measures necessary to protect yourself, and the actions to take if you find yourself a victim of identity theft. 

      Presented by HealthCare Associates Credit Union (HACU)

      Dates & Locations

      Send RSVP to HACU OR register with ATMS

    • 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

      Dates & Locations

      Register with ADP or  ATMS

    • Retirewise

      This free, four-part workshop series provides associates with a comprehensive approach to planning for retirement no matter what your age. The series covers a range of important financial and retirement topics.  Participants receive a workbook with resources you can reference during and after the workshop.

      Presented by MassMutual in affiliation with MetLife

      SPECIAL Saturday Session - September 15 Learn more

      Dates and Locations

      Register with MetLife or ATMS


    • Smart Money Moves

      A look at ten key practical financial and retirement planning tips, from managing taxes to having the right asset allocation.

      Presented by MetLife

      2018 courses are complete. Please visit this page in January, 2019 for an updated list of course offerings.

    • 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

      2018 courses are complete. Please visit this page in January, 2019 for an updated list of course offerings.

    • Understanding Social Security

      Learn how it can pay to delay your Social Security benefits; when you should begin taking benefits; the effect of earned income on benefits; how benefits are taxed; and some of the next steps you can take to create an income strategy.

      Presented by MassMutual in affiliation with MetLife


      Dates & Locations

      Register with ATMS

       

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:
      June 13 at 7pm
      June 14 at 10am
      June 14 at 11am
      June 14 at 1pm

    • 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


      Register with ADP

      Dates & Times:
      July 30 at 5pm
      July 30 at 7pm
      July 31 at 9am
      July 31 at 11pm
      July 31 at 12pm
      Aug 15 at 9am
      Aug 15 at 12pm
      Aug 15 at 7pm

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.