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!
Missed a recording or still need to complete a course? No worries, access 2025 courses now.
Planned Lessons
Protection
Psychology of Money
Workplace Benefits
Estate Planning
Q1: Protection
01/14/2026
Cover Your Assets & Long Term Care Insurance Journeys
Make confident decisions and avoid costly gaps in coverage. Learn what you really need (and what you don’t) to safeguard your financial future.
02/18/2026
Disability & Life Insurance: LIVE Webinar
Learn the essentials of disability and life insurance, how they work, who needs them, and how they support your loved ones in the event of the unexpected.
Q2: Psychology of Money
04/01/2026 – 04/30/2026
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.
05/13/2026
Elevating Money Mindset: LIVE Webinar
Gain practical strategies to overcome financial anxiety and reframe your mindset to have a confident and sustainable relationship with money.
Q3: Workplace Benefits
07/15/2026
Work Perks, Wealth Gains: Employee Benefits Journeys
Are you maximizing your workplace benefits? Don’t leave free money on the table! Dive into how you can unlock additional retirement and wellness dollars every year.
08/19/2026
How to Make Your Benefits Work Harder: LIVE Webinars
Hustle your healthcare! Understand more about what your HSA has to offer and where you might be missing out – PLUS how FinPath can help you optimize your benefits.
Q4: Estate Planning
10/01/2026 – 10/30/2026
Retirement Security Month: Estate Planning for Real Life
Retirement isn’t just about saving, it’s about planning smart for what’s next. This month, we’re diving into everything you need to know to confidently prepare for your future.
11/18/2026
Legacy Planning & Medicare Solutions: LIVE Webinars
Legacy planning and Medicare solutions made easy. Join us live to get expert insights, ask questions, and take the next step toward financial peace of mind.
Foundational Courses
