2025 Courses
Taxes
Quarter 1
(Jan. – Mar.)
Budgeting
Quarter 2
(Apr. – Jun.)
Short-term goals
Quarter 3
(Jul. – Sep.)
Long-term goals
Quarter 4
(Oct. – Dec.)
Q1: Taxes
01/15/2025
Tax Basics & Enhanced Tax Strategies Journey
Deductions, exemptions, audits.. oh my! This month’s journey will cover tax basics and getting organized, plus enhanced tax strategies for advanced groups.
02/13/2025
Taxes 101 and Taxes 201: LIVE Webinars
Confidently navigate this tax season and avoid common pitfalls with this month’s webinar, taught by the FinPath experts! Choose your webinar experience.
Q2: Budgeting
04/01/2025 – 04/30/2025
Financial Literacy Month Journey: Wallet Watch Challenge
Celebrate Financial Literacy Month with FinPath! Join us for a month of engaging activities designed to boost your financial knowledge and empower your financial journey.
05/14/2025
Mastering Your Spending Plan: LIVE Webinar
Discover how to create a budget that works for your lifestyle! In this live webinar, we’ll explore realistic strategies for managing your money without feeling restricted.
Q3: Short-term goals
07/16/2025
Planning Short & Medium Term Financial Goals Journey
That car, house, or vacation can be YOURS! Gain valuable insights, tools and strategies to saving for your short and medium term goals.
08/20/2025
Home Buying 101: LIVE Webinar
We’re diving into the essentials of homeownership with a live webinar that covers everything you need to know to confidently navigate the home-buying process.
Q4: Long-term goals
10/01/2025 – 10/29/2025
Retirement Security Month
We’re dedicating the month to building a secure financial future with educational resources and engaging activities to help you plan for retirement with confidence.
11/12/2025
Social Security Strategies
Join us for a live webinar where we’ll explore key strategies to maximize your Social Security benefits and make informed decisions for retirement.