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

    • 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:

      9 am - 1 pm
      Saturday, Sept. 17, 2019
      Advocate South Suburban Hospital
      17800 S. Kedzie Ave, Hazel Crest, IL
      Auditorium

      9 am - 1 pm
      Saturday, Oct. 12, 2019
      Advocate BroMenn Medical Center
      1304 Frankin Ave, Normal, IL
      Conference Room1

    • 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

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.     
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