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March 2022 Journey

Get rewarded for building better financial habits. Complete this month’s Financial Journey in two simple steps for an entry into the grand prize drawing this fall.

Step 1: Attend the March FinPath course


5 Steps for Tackling Your Student Loans

March 8, 2022 @ 4:30 PM CST

Your student loan help is here – our Financial Coaches will help you examine eligibility and requirements for student loan forgiveness and repayment.

We’ll cover important topics like:

  • Principles of investing
  • Evaluating funds
  • Understanding the different types of asset classes
  • Balancing risk vs. reward

Step 2: Complete a self-paced online course


To do: View “Repaying your student loans” 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 Repaying your student loans
  4. Complete the full course to get credit!
Don’t have an account yet? Register now

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.