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Welcome Back to The Financial Trailblazer

We're thrilled to bring you this month's edition, packed with exciting updates and resources to empower your financial journey. Here's what's inside:


📆 Announcing Our New Workshop Series! Starting this February, join us for a series of engaging workshops designed to enhance your financial education. Each session is crafted to provide practical knowledge and tools that you can apply immediately.


🌟 New Blog Posts Alert! Dive into our latest articles, where we explore holiday debt and starting 2024 on the right foot when it comes to your finances. These posts are filled with insights and tips to help you navigate your financial landscape more effectively.


We're here to support you every step of the way on your path to financial empowerment. Let's dive into this month's newsletter!

2024 Recurring Workshop Series

We are thrilled to invite you to our monthly workshop series beginning in February 2024! Join us on the below dates at 12 p.m. at 6 p.m. Each session is offered both virtually and in person and is designed to empower attendees with valuable financial knowledge to take control of their financial future.


First Thursday of Every Month: Money Values and Influences Workshop

Dive into the depths of how your personal goals, values, and the surrounding environment shape your approach to money management. Whether you're looking to refine your budgeting skills, make more informed investment choices, or simply want to understand your spending habits better, this course offers valuable insights for everyone.

Register Now

Second Thursday of Every Month: Budgeting and Saving Workshop

Learn the art of budgeting and saving, essential skills for anyone looking to take control of their finances. This course is tailored to provide practical advice on creating a realistic spending plan and prioritizing expenses, an invaluable skill, especially when funds are limited.

Register Now

Third Thursday of Every Month: Managing Debt Workshop

Whether you're grappling with credit card debt, student loans, or other financial obligations, our sessions are designed to equip you with the knowledge and tools needed to take control of your personal debt.

Register Now

Fourth Thursday of Every Month: Credit 101 Workshop

Starting fresh in the world of credit or looking to repair and improve your existing credit? Our Credit 101 series is your essential guide. These sessions are packed with valuable information and practical tips to help you navigate the complexities of credit with confidence.

Register Now

Don't miss out on these fantastic opportunities to enhance your financial education and take control of your financial journey! Mark your calendars, and register now. Let's take the first step toward financial empowerment together!

Upcoming Events

Aside from our new recurring workshop series, we have so many other great workshops and courses coming up in February as well. Check them out below and register for the ones that you can glean from!

February

6

Smart Spending with Ryan Adams



This event is a must-attend for anyone eager to learn about effective spending habits, the influences that shape them, and strategies for saving money. Hosted by Ryan Adams, Senior Financial Planner at Creative Planning, Ryan has a master's in accounting from Kansas State University and experience at a prestigious Big 4 firm.

Register Now

February

7

Tax Talk for ESL Individuals with Lee Moore



Join us for an engaging and informative session designed exclusively for Spanish-speaking individual taxpayers! ¡Únase a nosotros para una sesión interesante e informativa diseñada exclusivamente para contribuyentes individuales que hablan español!

Register Now

February

13

Tax Talk for Business Owners with Ray Moncrieffe



Calling all business owners! Similar to our previous sessions for business tax payers, we will explore the latest changes to the tax structure impacting businesses, discuss essential tax optimization strategies, and offer guidance on effective document preparation. Ray Moncrieffe, CPA, is a Tax Director with over 20 years of experience. He takes an active approach to understand his clients business and/or financial matters and offers solutions to minimize the tax implications.

Register Now

February

19

Investing Essentials with Chris Dunlap



Designed to simplify crucial topics like money management, stock market fundamentals, and the effective use of technology in trading, Chris Dunlap brings an accessible approach to investing. Chris brings 15 years of investing experience and a deep-rooted passion for financial education to this comprehensive session.

Register Now

February

21

Mastering Cash Flows with Mercedes Givens

This workshop is ideal for individuals looking to gain a better understanding of different methods to manage finances effectively. Mercedes Givens, with over 15 years of experience as a private wealth manager, will guide you through the essentials of effective budgeting and cash flow strategies. Mercedes has a wealth of knowledge to share.

Register Now

February

28

Community Conversations

We invite you to join our "Community Conversations" event, a quarterly gathering designed to foster community engagement and awareness. "Community Conversations" is more than just a meeting; it's a platform for connection, learning, and community building. Whether you're new to the area or a long-time resident, this event offers a unique opportunity to share and learn about local events, initiatives, and needs.

Register Now

Pathway Financial Education is dedicated to making a positive impact in our local community and beyond. We are thrilled to offer personalized finance presentations to local nonprofits, both in person and virtually. Reach out to us today to schedule a presentation that meets the unique needs of your nonprofit and helps create a financially empowered community.

New Blogs!

Managing Holiday Debt

The holiday season is a period of joy, but also brings unique financial challenges that leads many in a cycle of overspending and debt. Starting the new year on a solid financial footing is possible with the right strategies and mindset.

Read the Blog

Financial Wellness In The New Year

As we embrace the new year, it's the perfect time to set the foundation for lasting financial health. Dive into practical insights on budgeting, saving, investing, and much more.

Read the Blog
 
 
 

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