Step 1: Attend the December FinPath course

Setting New Year Resolutions for Your Money

December 6, 2022 @ 4:30 PM CST

Come join us as we help you set new year resolution goals for your money! We will help you through the process of developing money goals that are simple and achievable.

Step 2: Complete a self-paced online course

To do: View “Saving for goals” in FinPath

Follow these simple steps to complete the course:

1. Access your FinPath account
2. Access the Financial Health Tools
3. Search for the course named Saving for goals
4. Complete the full course to get credit!

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 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.

FinPath is offered through RPW Solutions.