FinPath University
Helping you prepare for financial succcess!
Foundational Courses
Your Credit Score Might Be Costing You
Discover the ins and outs of your credit report and score.
Understanding the Elements of Your Retirement Income
Understand the elements of your retirement with the help of FinPath.
Simple Ways to Build Your Emergency Savings
Learn how to build and maintain emergency savings for those unexpected expenses.
Estate Planning 101: Learn the Basics
Get your affairs in order and learn the importance of estate planning.
5 Steps for Tackling Your Student Loans
Tackle student loan debt when you discover student loan forgiveness and repayment options!
Auto Finance: Things to Know Before Buying Your Next Car
Discover the financial tips and tricks the next time you purchase a car!
Upcoming Lessons
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Latest Past Events
Year-End Checklist As You Wrap up a Great 2024
Close the year strong by checking off each item on on the FinPath End-of-Year Financial Checklist and prepare for 2025! We’ll help you reflect on your 2024 progress and set you on the right path for the new year. Your goals are unique and we want to help set you up for success as you begin another great year.
What to Know Before You Elect Medicare Coverage
November is Medicare Open Enrollment Season! Join us for key information to help you or someone you love prepare for open enrollment. With a focus on personalized healthcare planning, you’ll learn how to assess your medical needs, choose the most suitable Medicare options, and navigate the open enrollment period effectively.
How Much To Save For Retirement and How to Invest
Get answers to the two most common retirement plan questions answered for you during Retirement Security Awareness Month. We’ll provide you tools and guidance on how to calculate your own retirement savings goal and go over general guidelines to help make sure you’re investing wisely for a successful retirement.
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Important Disclosures
This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this website should be construed as guaranteeing any investment performance.
This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.