FinPath Wellness Financial Workshops & Coaching Sessions for the City of Corpus Employees
FinPath Financial Coaches are available for virtual & phone coaching sessions to answer any financial questions you may have. Schedule a session below! Additionally, we have a selection of in person and virtual workshops that you can register for and secure your spot in!
2024 Webinar/Presentation Topics
Tips & Tricks to Maintain a Healthy Credit
- Tips on how to keep your credit score healthy
- Tricks on how to boost your credit score
- Free apps and other options to track your credit
Emergency Savings, an Essential Way to Protect Yourself
- Learn what an emergency savings is
- How to build emergency savings for those unexpected expenses
- What to do financially in an emergency
- High-level overview of Budgeting, Savings, Debt Management and Understanding Credit
Workshop Topics
Budgeting 101
- How to budget effectively
- Key elements every budget should have
- Money personality
- Understand your relationship with money
Managing your Debts Like a Pro
- Types of debts
- Ways to reduce your debts
- Understanding your credit
- How to maintain a healthy credit score
Setting Financial Goals Effectively
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How to set a financial goal
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Be SMART when achieving your goals
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The science behind when achieving goals
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Step-by-Step plan to follow
Upcoming Workshops on March 6th
Personal Finance 101 Presentation
March 6 @ 7:00 AM – 8:00 AM (30 min)
Utilities Dept Choke Canyon Room (Large Conference Room)
RSVP Now – Space is limited! (26 spots)
*English Presentation
Budgeting 101 Workshop
March 6 @ 11:00 AM – 12:00 PM (1 hr)
Utilities Dept Choke Canyon Room (Large Conference Room)
RSVP Now – Space is limited! (26 spots)
*Spanish Workshop
Budgeting 101 Workshop
March 6 @ 2:00 PM – 3:00 PM (1 hr)
City Hall HR Training Room (located in Basement)
RSVP Now – Space is limited! (30 spots)
*English Workshop
Personal Finance 101 Presentation
March 6 @ 4:00 PM – 5:00 PM (30 min)
Virtual Workshop
*English Presentation
Upcoming Workshops on March 7th
Debt Management Workshop
March 7 @ 9:00 AM – 10:00 AM (1 hr)
Public Health Dept Auditorium
RSVP Now – Space is limited! (70 spots)
*English Workshop
Emergency Savings Presentation
March 7 @ 11:00 AM – 12:00 PM (30 min)
Public Health Dept Auditorium
RSVP Now – Space is limited! (70 spots)
*English Presentation
Debt Management Workshop
March 7 @ 2:00 PM – 3:00 PM (1 hr)
Virtual
*English Workshop
Debt Management Workshop
March 7 @ 4:00 PM – 5:00 PM (1 hr)
Virtual
*Spanish Workshop
Upcoming Workshops on March 8th
Setting Financial Goals Effectively
March 8 @ 10:30 AM – 11:30 AM (30 min)
City Hall HR Training Room (located in Basement)
RSVP Now – Space is limited! (30 spots)
*English Workshop
Tips & Tricks to Maintain a Healthy Credit
March 8 @ 1:30 PM – 2:30 PM (30 min)
Virtual
*English Workshop
Coaching Sessions
March 6th Morning Coaching Sessions
from 7:00 AM – 12:00 PM
Utilities Oso Bay Room (small conference room) OR virtual
2726 Holly Rd, Corpus Christi, TX 78415
English or Spanish
March 6th Afternoon Coaching Sessions
from 1:00 PM – 5:00 PM
City Hall HR Small Conference room (2nd Floor HR Dept) OR virtual
1201 Leopard St, Corpus Christi, TX 78401
English or Spanish
March 7th Coaching Sessions
from 8:00 AM – 5:00 PM
Public Health Dept Auditorium Office OR virtual
1702 Horne Rd, Corpus Christi, TX 78416
English or Spanish
March 8th Coaching Sessions
from 8:00 AM – 12:00 PM
City Hall HR Small Conference room (2nd Floor HR Dept) OR virtual.
1201 Leopard St, Corpus Christi, TX 78401
English or Spanish
DISCLOSURES
TCG Advisory Services, LLC (“TCG Advisors”) is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.
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 brochure 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.
Salary Finance branded loans are offered by Axos Bank® Member FDIC, and are subject to eligibility, underwriting, terms and conditions, and approval. Employees who primarily work in DC, IL, IN, NH, NJ, NY and WV are not able to make repayments via salary deduction due to state legislation, and instead will be asked to choose an alternative repayment method.