Frisco ISD Financial Wellness | FinPath

Frisco ISD Employee Wellness has partnered with FinPath Financial Wellness Program to bring employees two in-person appointments: Financial Coaching and Retirement Planning. Presented by trusted financial experts, get advice on personal finances and retirement all in one day, three separate times throughout October! 

Bring your questions and get solid, clear answers you can trust. Take advantage of this free event by signing up below!

Coaching Meetings

Tuesday, October 4th

8:30 AM – 3:00 PM

Financial Coach: Aaron Hennig

Trans West

10701 Dallas Pkwy
Frisco, TX, 75033

Monday, October 17th

8:30 AM – 3:00 PM

Financial Coach: Aaron Hennig

Stadium

6700 Cherry St.
Frisco, TX, 75033

Thursday, October 20th

8:30 AM – 3:00 PM

Financial Coach: Aaron Hennig

Rolater

12050 Rolater Rd., Suite A169
Frisco, TX, 75035

RPS Meetings

Tuesday, October 4th

8:30 AM – 3:00 PM

RPS: Sherry Echart

Trans West

10701 Dallas Pkwy
Frisco, TX, 75033

Monday, October 17th

8:30 AM – 3:00 PM

RPS: Sherry Echart

Stadium

6700 Cherry St.
Frisco, TX, 75033

Thursday, October 20th

8:30 AM – 3:00 PM

RPS: Sherry Echart

Rolater

12050 Rolater Rd., Suite A169
Frisco, TX, 75035

In-Person Meetings

Financial Coaching

Frisco ISD Financial Wellness | FinPath

Your Coach

Aaron Hennig

Financial Coach

Financial Coaches help with:

  • Paying down debt
  • Managing your budget
  • Improving your credit
  • Saving for emergencies
  • Connecting to resources

Retirement Planning

Frisco ISD Financial Wellness | FinPath

Your Advisor

Sherry Echart

Retirement Plan Specialist

Retirement Plan Specialists help with:

  • Planning for Retirement
  • Understanding TRS & Social Security
  • Comparison of 457 vs 403(b) plans
  • Investment strategy
  • Consolidating accounts

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.