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May 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 May FinPath course


Be Prepared of a Financial Shock: Simple Ways to Build Your Emergency Savings

May 10, 2022 @ 4:30 PM CST

Unexpected expenses can make or break your bank account. This month, learn how you can build and maintain an emergency savings account and identify which bank accounts are best for your security.

Step 2: Complete a self-paced online course


To do: View “Setting up your emergency funds” and “Banking with financial institutions” 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 Setting up your emergency funds and Banking with financial institutions
  4. Complete the full course to get credit!

Don’t have an account yet? Register now

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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.