FinPath University
Helping you prepare for financial succcess!
Foundational Courses
Your Credit Score Might Be Costing You
Discover the ins and outs of your credit report and score.
Understanding the Elements of Your Retirement Income
Understand the elements of your retirement with the help of FinPath.
Simple Ways to Build Your Emergency Savings
Learn how to build and maintain emergency savings for those unexpected expenses.
Estate Planning 101: Learn the Basics
Get your affairs in order and learn the importance of estate planning.
5 Steps for Tackling Your Student Loans
Tackle student loan debt when you discover student loan forgiveness and repayment options!
Auto Finance: Things to Know Before Buying Your Next Car
Discover the financial tips and tricks the next time you purchase a car!
Upcoming Lessons
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.
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.
Activate your account and complete the STEP Assessment to get your recap email!
We’re wrapping up the year with a look back at your financial journey and actionable tips to start the new year strong.
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.
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.
Activate your account and complete the STEP Assessment to get your recap email!
We’re wrapping up the year with a look back at your financial journey and actionable tips to start the new year strong.
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.
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.
Activate your account and complete the STEP Assessment to get your recap email!
We’re wrapping up the year with a look back at your financial journey and actionable tips to start the new year strong.
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.
Activate your account and complete the STEP Assessment to get your recap email!
We’re wrapping up the year with a look back at your financial journey and actionable tips to start the new year strong.
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Important 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 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.