HELPING YOU PREPARE FOR FINANCIAL SUCCESS
HELPING YOU PREPARE FOR FINANCIAL SUCCESS
FinPath University
FinPath University is an online financial education program that teaches you how to save for emergencies, pay off debt fast, spend wisely, and prepare for tomorrow. No financial lingo here – we promise!
Planned Lessons
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.
Foundational Courses
