2024 Financial Education Journeys

Join our Financial Coaches for educational journeys each month that will help you sharpen your money skills and learn new tips. We’ll cover important topics that matter to you most, including managing debt, planning for emergencies, boosting your credit score, and so much more.

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Today

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.

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.

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.

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.

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.

Stay tuned for more courses…

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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.