Financial Education, Tools & Resources

When making financial decisions, guidance can provide much needed peace of mind. A benefit of the Santander At Work Program is a variety of core financial workshops, such as the basics of money management, understanding your credit, identity theft, and more. You can also take advantage of individual consultations and online educational resources, all designed to help identify and work towards financial priorities.

Santander At Work Seminars
The Santander At Work program offers a menu of seminars on many important financial topics to employees at their place of employment. See below for a list of seminars.

BUDGETING AND SAVING – BASICS OF MONEY MANAGEMENT
Learn valuable tips about creating and maintaining a household budget and saving for short-term and long-term financial goals, like retirement.

BORROWING BASICS – UNDERSTANDING YOUR CREDIT
Understand what credit is and how to get it. Learn how to build a good credit history and credit score.

RETIREMENT PLANNING
Learn all you need to know about planning for retirement: How much you need to save, the best investments for reaching your savings goals, the advantages of tax-deferred investing and making your money last once you retire.

INVESTMENT BASICS
Understand important concepts such as asset allocation, diversification and managing investment risk. Learn about different types of investments like, stocks, bonds and mutual funds—and how to combine them through various life stages.

OWNING A HOME
Whether you are shopping for your first home or looking to refinance an existing home, this seminar will help you master the financial aspects of ownership.

IDENTITY THEFT
Learn how to avoid being a victim of identity theft. Avoid fraud and scams. Understand what tools you have available to protect you and your family.


Interested in a seminar for your workplace? Let your employer know if there is a topic of interest to you, or contact us.

app storegoogle play