Pathway Financial Education

Estate Planning Made Easy
2025-09-03 18:00 - 19:30 (America/Chicago) | MO
Protect your family: Learn estate planning and receive a free legal consultation!

No one likes to think about the unexpected, but having a clear estate plan is one of the most important steps you can take to protect your loved ones. It’s not just about assets, it’s about making sure your wishes are respected and your family is supported.
This workshop will walk you through essential estate planning topics—from creating a will to setting up medical directives and trusts. As a thank-you for attending, you’ll be given a FREE 1-hour consultation with an attorney from Creative Planning. This session will include the execution of a Power of Attorney document, giving you a solid start on your estate planning journey.
What You’ll Learn:
✅ Medical Directives: How to ensure your healthcare wishes are honored when you can’t speak for yourself
✅ Financial Power of Attorney: Why it’s essential for managing your finances if you become incapacitated
✅ Wills: How to ensure your assets go to the right people
✅ Trusts: How they work and why they’re essential for protecting your legacy
✅ Estate Taxes: Key strategies to reduce the burden on your heirs
✅ Probate Avoidance: How to simplify the transfer of assets
✅ Transfer on Death Deeds: Managing real estate for a smoother transition
PLUS Get a 1-hour consultation with an attorney at no cost.
Just for attending this workshop, you’ll have the opportunity to schedule a FREE 1-hour consultation with an attorney from Creative Planning. During this session, you’ll get hands-on help to start your estate plan, including the full execution of a Power of Attorney document to protect your financial future. This is your chance to take a proactive step without the usual cost or hassle.
Meet Your Speakers: BreAnne Watts and Daniel Sprout

This workshop is hosted by BreAnne Watts, an Estate Planning Paralegal at Creative Planning Legal. With extensive experience in drafting estate planning documents, managing client workflows, and preparing filings across multiple states, BreAnne brings practical, hands-on knowledge to help you understand the essentials of estate planning.
Daniel Sprout, an Estate Planning Attorney at Creative Planning, will also be present to answer attorney-specific questions. With over 14 years of legal experience, Daniel specializes in creating customized estate plans to protect clients’ wealth from probate, taxes, and creditors. His background in litigation adds a unique perspective on preventing potential legal issues before they arise.
Together, BreAnne and Daniel make estate planning clear, accessible, and practical, giving you the tools to protect your future with confidence.
Why This Workshop Matters:
Estate planning is often put off because it seems complicated or expensive. This session makes it simple, accessible, and affordable.

Securing Tomorrow Today: The Vital Role of Life Insurance
2025-09-10 18:00 - 19:30 | MO
You don’t get life insurance because you’re planning to go. You get it because you’re planning for them to stay.

Thinking about life insurance isn’t easy. It’s one of those topics most people put off because it feels overwhelming or uncomfortable. But the truth is, life insurance is one of the most important steps you can take to protect your loved ones’ financial future.
This workshop is designed to break down the essentials—from understanding policy types to calculating how much coverage you really need. Whether you’re just starting to think about life insurance or looking to update your plan, you’ll leave with a clear path forward.
What You’ll Learn:
✅ Why life insurance matters: How it supports your loved ones when they need it most
✅ Types of policies: Term, whole life, and everything in between
✅ Calculating your coverage: How much do you really need?
✅ Cost vs. benefit: Finding the right plan without overpaying
✅ Common mistakes to avoid: Getting the most out of your policy
✅ When to update your coverage: Life changes that impact your needs
Meet Your Speaker: Dewayne Burkett

This workshop is led by Dewayne Burkett, Insurance Broker at Goosehead Insurance Agency. With over a decade of experience in the insurance industry, Dewayne specializes in finding comprehensive coverage at competitive rates. As a Goosehead agent, he leverages cutting-edge technology to shop with dozens of A-rated insurance companies, ensuring his clients get the best options tailored to their needs. Dewayne’s dedication to client care and personalized solutions makes him a trusted resource for navigating life insurance and protecting what matters most.
Why Attend:
Life insurance shouldn’t feel like a guessing game. This workshop makes it simple, approachable, and practical, helping you understand the options, make informed decisions, and secure peace of mind for yourself and your family.

Investing 101: Building Your Financial Future
2025-09-17 18:00 - 19:30 | MO
Ready to invest but unsure where to start? This workshop breaks it down—no experience needed!

Most people never start investing because they’re scared of making a mistake. They feel overwhelmed by terms—like stocks, bonds, and portfolios—and end up doing nothing.
But here’s the truth: not investing at all is the bigger risk. This workshop will help you understand the fundamentals, build confidence, and start making your money work for you. You don’t need a finance degree or a pile of money to get started. You just need the right foundation—and that’s exactly what we’ll cover.
What You’ll Learn:
✅ The basic principles of investing
✅ How to set realistic financial goals and build an investment plan
✅ Key investment options: stocks, bonds, mutual funds, and ETFs
✅ How to understand risk and make confident choices
✅ Strategies for building long-term wealth, even on a modest budget
✅ How to get started today, no matter your current financial situation
Why Attend?
Investing can feel intimidating, but it doesn’t have to be. Whether you’re just starting out or looking to get more confident, this workshop will give you the tools to make smart, informed decisions. You’ll learn how to build a strong foundation that sets you up for growth, without feeling lost or overwhelmed.

Financial Foundations: Values, Influences, and Banking 101
2025-10-02 18:00 - 19:30 | MO
Your money habits didn’t form overnight, so how do you take control of them?

Are you a young adult or professional looking to build smart money habits? Do you feel overwhelmed by financial decisions and unsure where to start? Do you want a fresh start and a clearer financial path?
You’re not alone! Your financial future starts with the choices you make today. Whether you’re looking to break free from bad money habits, build a budget that aligns with your goals, or simply understand the basics of banking, this FREE session that’s part of our core curriculum will give you the confidence and knowledge to take control of your finances.
What You’ll Learn
✅ How your personal values shape your financial decisions
✅ The hidden influences that impact your spending and saving habits
✅ Banking essentials: checking, savings, credit, and beyond
This isn’t just another finance talk; it’s an opportunity to gain real, actionable knowledge from someone who has dedicated her career to financial empowerment. This workshop will give you the insight, confidence, and tools you need to take the next step.
Attend in person for an interactive experience, or join virtually from the comfort of your home!

Tax Season Survival: Tips and Tricks for a Smooth Filing
2025-10-08 18:00 - 19:30 | MO
Don’t wait until January! Get a head start on tax prep now and save time later!

Tax season may feel far away, but preparing now means less stress later.
Most people don’t start thinking about taxes until January, but by then, it’s often too late to make strategic moves that could save you money. Why wait until you’re scrambling to get organized when you can set yourself up for success now?
This workshop is designed to help you get ahead of the game—before the year ends—so you can file with confidence when tax season arrives. You’ll learn smart, practical strategies to streamline the filing process, maximize your deductions, and avoid common mistakes.
What You’ll Learn:
✅ Year-End Tax Prep: Actions you can take now to reduce your tax liability
✅ Essential Tax Documents: What to gather before January hits
✅ Maximizing Deductions: How to identify potential write-offs before the year ends
✅ Common Mistakes to Avoid: Learn from real-world tax filing errors
✅ Planning for Next Year: Strategies to make tax season easier moving forward
Why Attend:
Waiting until the last minute to think about taxes can lead to missed opportunities and unnecessary stress. This workshop will give you the knowledge and tools to start organizing now, so you’re not left scrambling when the deadline approaches.

Penny Wise: Effective Budgeting and Saving Strategies
2025-10-09 18:00 - 19:30 | MO
What if your budget actually worked for you, not against you?

Managing money shouldn’t feel like a guessing game. Whether you’re just starting out or looking to improve your financial habits, a solid budget is the key to feeling more in control. But where do you start? And how do you make a budget that actually works for you?
Join us for a FREE hands-on session where we’ll break down the best budgeting methods, show you how to make saving easier, and give you the tools to take charge of your money.
BONUS: Exclusive budgeting worksheets and trackers!
All attendees—whether joining in person or virtually—will receive our exclusive budgeting book and templated budgeting and savings trackers to help put these strategies into action right away!
What You’ll Learn:
✅ Why budgeting isn’t about restriction—it’s about freedom and financial confidence
✅ Different budgeting techniques and how to choose one that fits your lifestyle
✅ Smart saving strategies to help you keep more of what you earn
Most people don’t budget because they think it’s complicated, time-consuming, or too restrictive. But when done right, budgeting puts you in control of your money, not the other way around. Part of our core curriculum, this session is designed to help you find an approach that works for you and set you up for long-term success.
Attend in person for an interactive experience, or join virtually from the comfort of your home!

Debt-Free Journey: Steps to Financial Liberation
2025-10-16 18:00 - 19:30 | MO
Your debt doesn’t define you — your next steps do.

Debt can feel like a heavy weight, holding you back from the things you want in life. Whether it’s student loans, credit cards, or other financial burdens, there is a way forward, and it starts with understanding the strategies that actually work.
Join us for a FREE session designed to help you take control, reduce your debt, and move toward financial freedom.
BONUS: Attendees will have the opportunity to schedule a 1:1 session with Angelique Cheatem after the workshop to develop a personalized debt management plan!
What You’ll Learn:
✅ Proven debt reduction methods (Snowball, Avalanche, and more)
✅ Key financial terms you need to know to make informed decisions
✅ How to create a realistic debt repayment plan that works for your budget
Being in debt isn’t just about numbers; it’s about the stress, uncertainty, and limitations it can create. But taking action today can put you back in control. This workshop will give you the knowledge, tools, and motivation to create a realistic debt-payoff plan and take meaningful steps toward financial freedom.
PLUS, attendees will have the exclusive opportunity to schedule a private 1:1 session with Angelique Cheatem to create a customized debt management plan based on their financial situation. Most people struggle with debt because they don’t have a clear plan, but this is your chance to work with an expert and create one that works for YOU!
Attend in person for an interactive experience, or join virtually from the comfort of your home!

Credit Confidence: Understanding the Basics
2025-10-23 18:00 - 19:30 | MO
Credit can feel overwhelming, but you don’t have to figure it out alone.

Credit impacts almost every aspect of your financial life, from buying a home to getting the best interest rates. But if you’ve ever looked at your credit report and felt confused, frustrated, or overwhelmed, you’re not alone.
Join us for a FREE workshop designed to help you decode your credit report, understand how credit scores work, and learn proven strategies to improve your score over time.
BONUS: Get one-on-one support in pulling and identifying key items on your credit report!
What You’ll Learn:
✅ What’s inside your credit report and how to read it
✅ How your credit score is calculated (and why it matters)
✅ The biggest factors that can help—or hurt—your credit score
✅ Steps you can take right now to start improving your credit
Your credit score isn’t just a number; it’s a reflection of your financial health and a key to better financial opportunities. Whether you’re looking to buy a home, qualify for a loan, or just strengthen your financial future, this workshop will provide the tools and guidance you need to take control of your credit with confidence.
PLUS! Get personalized support in pulling and understanding your credit report so you can start making improvements immediately!

Getting Retirement Ready
2025-11-12 18:00 - 19:30 | MO
No one plans to work forever. But if you’re not planning for retirement, that’s exactly what might happen.

This free, no-pressure workshop will help you take control of your financial future, whether you’re just starting out or catching up. We’ll break down retirement planning into real-life, doable steps that make sense for where you are now and where you want to go.
What You’ll Learn:
✅ The difference between retirement accounts like Traditional IRA, Roth IRA, 401(k), 403(b), and more✅ How to take advantage of tax breaks and employer matches✅ Annual contribution limits, catch-up rules, and eligibility tips✅ Long-term strategies to grow your savings, starting now
Don’t wait until it’s too late to start thinking about retirement. This session will help you understand your options, build a plan, and feel confident about what comes next.
Your future is coming. Let’s make sure you’re ready.

Unlocking Homeownership: From Dreams to Reality
2025-11-19 18:00 - 19:30 | MO
Homeownership isn’t out of reach, you just need someone to show you the way.

If you’ve ever started Googling “how to buy a house” and ended up with more questions than answers, you’re not alone. Between credit scores, mortgage types, down payments, closing costs, mortgage insurance, home inspections, and everything in between, the process can feel completely overwhelming.
That’s exactly why we created this FREE, no-pressure, beginner-friendly workshop that breaks down everything you need to know about becoming a homeowner, step-by-step.
What You’ll Learn:
✅ A step-by-step overview of the homebuying process
✅ Different types of loans—and which one might be right for you
✅ What lenders really look for: credit, debt, and income
✅ Hidden costs explained: mortgage insurance, closing costs, inspections, and more
✅ How to build your homebuying team (lender, agent, inspector, etc.)
✅ What can go wrong—and how to avoid costly mistakes
Personalized Support to Get You Started:
After the workshop, we don’t just leave you hanging. You’ll have access to one-on-one support to help move your homebuying plans forward, including:

Credit assessment to know your financial standing
Debt-to-income (DTI) calculation to ensure mortgage eligibility
Budget review to project your monthly payments
Direct referrals to our vetted network of mortgage loan officers and real estate agents

Let’s face it: homebuying is confusing, especially the first time. Most people dive in without understanding the fine print, the fees, or how one small misstep can delay the entire process.
This workshop gives you the insight and guidance you need to make smart, informed decisions. You’ll learn directly from professionals who break down complex information into real-life, actionable steps, with no pressure or sales pitch.
✨ This is the workshop we wish every first-time homebuyer had.

Planificación Patrimonial Hecha Fácil (En Español)
2025-12-03 18:00 - 19:30 | MO
Protege a tu familia: Aprende a planificar tu patrimonio y recibe una consulta legal gratuita.

Nadie quiere pensar en lo inesperado, pero tener un plan patrimonial claro es uno de los pasos más importantes que puedes tomar para proteger a tus seres queridos. No se trata solo de los bienes, sino de asegurarte de que tus deseos sean respetados y tu familia esté respaldada.
Este taller te guiará a través de temas esenciales de planificación patrimonial, desde la creación de un testamento hasta el establecimiento de directivas médicas y fideicomisos. Como agradecimiento por asistir, recibirás una consulta GRATUITA de 1 hora con un abogado de Creative Planning. Esta sesión incluirá la ejecución de un documento de Poder Notarial, dándote un comienzo sólido en tu viaje de planificación patrimonial.
Lo que aprenderás:
✅ Directivas Médicas: Cómo garantizar que tus deseos de atención médica se respeten cuando no puedas expresarlos por ti mismo.
✅ Poder Notarial Financiero: Por qué es esencial para administrar tus finanzas si quedas incapacitado.
✅ Testamentos: Cómo asegurar que tus bienes vayan a las personas adecuadas.
✅ Fideicomisos: Cómo funcionan y por qué son esenciales para proteger tu legado.
✅ Impuestos Patrimoniales: Estrategias clave para reducir la carga sobre tus herederos.
✅ Evitación de la Sucesión: Cómo simplificar la transferencia de bienes.
✅ Escrituras de Transferencia al Fallecimiento: Cómo manejar bienes raíces para una transición más sencilla.
Además: ¡Obtén una consulta de 1 hora con un abogado sin costo!
Solo por asistir a este taller, tendrás la oportunidad de programar una consulta GRATUITA de 1 hora con un abogado de Creative Planning. Durante esta sesión, recibirás asistencia práctica para iniciar tu plan patrimonial, incluida la ejecución completa de un documento de Poder Notarial para proteger tu futuro financiero.
Esta es tu oportunidad de dar un paso proactivo sin el costo habitual o las complicaciones.
Conoce a tus Anfitriones: BreAnne Watts y Daniel Sprout

Este taller está dirigido por BreAnne Watts, paralegal de planificación patrimonial en Creative Planning Legal. Con una amplia experiencia en la redacción de documentos de planificación patrimonial, la gestión de flujos de trabajo de clientes y la preparación de archivos en varios estados, BreAnne aporta conocimientos prácticos y directos para ayudarte a comprender los conceptos básicos de la planificación patrimonial.
Daniel Sprout, abogado de planificación patrimonial en Creative Planning, también estará presente para responder a preguntas específicas que solo un abogado puede contestar. Con más de 14 años de experiencia legal, Daniel se especializa en crear planes patrimoniales personalizados para proteger la riqueza de los clientes contra la sucesión, impuestos y acreedores. Su experiencia en litigios aporta una perspectiva única sobre cómo prevenir problemas legales potenciales antes de que surjan.
Juntos, BreAnne y Daniel hacen que la planificación patrimonial sea clara, accesible y práctica, brindándote las herramientas necesarias para proteger tu futuro con confianza.
Por qué este taller es importante:
La planificación patrimonial a menudo se pospone porque parece complicada o costosa. Esta sesión lo hace simple, accesible y asequible, especialmente para nuestra comunidad hispanohablante.

Your Money, Values, Influences, and Banking
2026-01-08 18:00 - 19:30, 2026-07-02 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Your relationship with money can shape so many parts of your life, and you deserve to feel confident and in control of it. In this workshop, you’ll explore what matters most to you, uncover the habits and influences that shape your choices, and learn how to align your money with the goals you truly care about.
You’ll learn how to spot the everyday pressures that make money feel stressful. From advertising to social expectations to impulse spending, those influences can pull you off track without you even noticing.
You’ll also get a straightforward introduction to the banking basics that many people wish someone had explained sooner. You’ll learn how checking and savings accounts function, how to avoid unnecessary fees, what to expect when opening an account, and how to use digital tools safely.
If you want to feel more confident with your money, understand your habits, and build skills that support your long-term goals, this workshop is a great place to start. You will leave with practical takeaways you can use right away and a better understanding of how to make your money work for you.

Hybrid Format

This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

How to Build a Budget and Savings Plan That Actually Works
2026-01-15 18:00 - 19:30, 2026-07-09 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Managing your money shouldn’t feel overwhelming. This workshop will help you understand where your money is going, how to stay in control of it, and how to build a savings plan that supports your goals, no matter your starting point.
You’ll learn how to compare your income and expenses so you can understand your financial picture and make decisions with confidence. We’ll walk through how to create a monthly spending and saving plan that reflects your real life. You’ll practice identifying your needs, wants, and obligations, and learn strategies to decrease expenses or increase income when money gets tight.
We’ll also talk about saving in a way that feels realistic. You’ll explore how to set up emergency savings, short-term savings, and long-term plans, and understand how much you should aim to save based on your goals. You’ll learn different budgeting styles (including the 50/30/20 rule, zero-based budgeting, and the “no-budget” approach) so you can choose the one that works best for you.
By the end, you’ll walk away with a clearer understanding of your money, practical ways to make your paycheck go further, and a simple savings plan you can start using right away. This workshop is designed to help you feel more organized, more prepared, and more confident in your financial life.

Hybrid Format

This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.

Register Now

How to Take Control of Your Debt
2026-01-22 18:00 - 19:30, 2026-07-16 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Understanding how your debt works is the first step toward taking control. In this workshop, you’ll learn what debt really is, how it affects your financial future, and how to make informed decisions about borrowing and repayment. We’ll break down interest, fees, credit, delinquency, and the life cycle of debt in a simple, practical way.
You’ll also explore proven strategies like the avalanche and snowball methods, guidance for dealing with debt collectors, tips for navigating medical bills, and what to watch for with high-cost loans like payday or title loans.
Whether you’re carrying credit cards, medical bills, student loans, or just want to feel more confident managing money you owe, this session will give you tools to build a realistic plan and reduce financial stress.

Hybrid Format

This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Understanding Your Credit Reports and Scores
2026-01-29 18:00 - 19:30, 2026-07-23 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Your credit history can shape so many parts of your life, like access to loans, housing, jobs, insurance, and even basic services. This workshop will help you understand how credit reports and credit scores really work and what steps you can take to protect, build, or repair your credit.
You’ll learn what’s actually listed in a credit report, how credit scoring works, and which factors have the biggest impact on your score. We’ll walk through the three major credit reporting agencies, what makes someone “credit invisible,” and why having no credit can sometimes make life harder than having bad credit.
You’ll also learn how to get your free annual credit reports, understand the difference between hard and soft inquiries, and spot errors that may be hurting your score. We’ll cover how to file disputes, what documents to include, and how long negative information can remain on your report.
Finally, you’ll explore practical strategies for building or improving credit, including secured cards, credit-builder loans, becoming an authorized user, and documenting alternative credit history. We’ll also discuss how to avoid credit repair scams and how to protect yourself with fraud alerts, credit freezes, and credit locks.
By the end, you’ll have a clear understanding of your credit profile and real tools you can use to strengthen it.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Estate Planning: Learn the Basics & Meet With an Attorney
2026-02-11 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Learn the essentials of estate planning and get a free attorney consultation with a completed Power of Attorney document!

Planning for the future can feel intimidating, but having the right documents in place is one of the most important ways to protect your loved ones. This workshop will help you understand what estate planning actually involves, why it matters, and how to make decisions that reflect your wishes and values. You’ll learn the basics in a way that feels clear, approachable, and rooted in real-life situations.
We’ll walk through the key pieces of an estate plan, like wills, medical directives, trusts, and strategies for simplifying how your assets are passed on. You’ll learn how each document works, when it’s needed, and how it helps support the people you care about.

FREE 1-Hour Consultation with an Attorney and Power of Attorney Document
Everyone who attends the workshop (in-person or on Zoom) will also receive a free 1-hour consultation with an attorney from Creative Planning, including the full execution of a Power of Attorney document! This service typically costs between $400 and $750, but it’s provided at NO COST to workshop attendees! This benefit is only available to attendees, not just registrants, to ensure the consultation builds directly on what you learn in the session.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Understanding the Homebuying Process
2026-03-11 18:00 - 19:30, 2026-10-14 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Buying a home is a big step, and it can feel confusing or overwhelming if you’re trying to figure it out on your own. This workshop breaks the process down into simple, practical steps so you can understand what’s involved, what you need to prepare, and how to decide what you can realistically afford. You’ll learn what to expect long before you start touring homes, helping you approach the journey with clarity and confidence.
From getting financially ready and reviewing your credit to understanding mortgages, down payments, loan types, and interest rates, we’ll walk through the key stages of buying a home. You’ll also learn how lenders determine what you qualify for, what the debt-to-income ratio means, and how things like taxes, insurance, HOA fees, and ongoing maintenance costs factor into your budget. You’ll also explore what it looks like to shop for a home, build a strong homebuying team, make an offer, navigate inspections, and understand closing documents.
This workshop is designed to make homebuying feel less intimidating and far more achievable. You’ll walk away with practical knowledge, better questions to ask, and a stronger sense of what’s right for your financial situation and long-term goals.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Introduction to Investing
2026-04-08 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Many people want to start investing but aren’t sure where to begin. Maybe it feels complicated, maybe you’ve heard mixed advice, or maybe you’re worried about choosing the “wrong” thing. This workshop breaks everything down so you can understand the basics and start building confidence with your money. You don’t need a lot of experience (or a lot of money) to begin. You just need a clear foundation.
You’ll learn what investing actually is, how it helps your money grow over time, and how to choose investments that support your long-term goals. We’ll walk through common terms and options in a way that makes sense, including stocks, bonds, mutual funds, and ETFs, along with what “risk” really means and how to manage it. You’ll also learn how to set achievable goals and build an investment plan that fits your budget and comfort level.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Planificación patrimonial
2026-05-13 18:00 - 19:30, 2026-11-11 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Planificar para el futuro puede sentirse abrumador, pero contar con los documentos adecuados es una de las formas más importantes de proteger a tus seres queridos. Este taller te ayudará a entender en qué consiste realmente la planificación patrimonial, por qué es importante y cómo tomar decisiones que reflejen tus deseos y valores. Aprenderás lo básico de una manera clara, accesible y basada en situaciones de la vida real.
Revisaremos las partes fundamentales de un plan patrimonial, como los testamentos, las directrices médicas, los fideicomisos y las estrategias para simplificar cómo se transfieren tus bienes. Aprenderás cómo funciona cada documento, cuándo se necesita y de qué manera ayuda a apoyar a las personas que más te importan.

Consulta GRATUITA de 1 hora con un abogado y documento de Poder Notarial
¡Todas las personas que asistan al taller (en persona o por Zoom) también recibirán una consulta gratuita de 1 hora con un abogado de Creative Planning, que incluye la preparación completa de un documento de Poder Notarial! Este servicio normalmente cuesta entre $400 y $750, pero se ofrece SIN COSTO para quienes asistan al taller. Este beneficio está disponible únicamente para quienes asistan, no solo para quienes se registren, para asegurar que la consulta se base directamente en lo que aprendas durante la sesión.

Formato híbrido
Este taller se ofrece en un formato híbrido, así que puedes acompañarnos en persona en nuestro salón de clases en nuestra oficina en el distrito de 18th and Vine o conectarte en línea por Zoom, según lo que sea más conveniente para ti.
Regístrate ahora

Getting Retirement Ready
2026-06-10 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
At some point, everyone asks the same question: Am I saving enough for the future? Whether retirement feels far away or suddenly very real, understanding your options now can make all the difference. This workshop breaks everything down into simple, practical steps so you can understand your options and start building a plan that supports the future you want.
You’ll learn what different retirement accounts actually are, how they work, and how to choose the ones that make the most sense for your situation. We’ll cover common options like Traditional and Roth IRAs, 401(k)s, 403(b)s, and employer-sponsored plans, along with the tax advantages and matching opportunities that can help your savings grow faster.
You’ll also explore contribution limits, catch-up rules, and long-term strategies that can help you make the most of your money, whether you’re just beginning to save, getting back on track, or looking to strengthen the plan you already have.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now

Estate Planning: Learn the Basics & Meet With an Attorney
2026-08-12 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Planning for the future can feel intimidating, but having the right documents in place is one of the most important ways to protect your loved ones. This workshop will help you understand what estate planning actually involves, why it matters, and how to make decisions that reflect your wishes and values. You’ll learn the basics in a way that feels clear, approachable, and rooted in real-life situations.
We’ll walk through the key pieces of an estate plan, like wills, medical directives, trusts, and strategies for simplifying how your assets are passed on. You’ll learn how each document works, when it’s needed, and how it helps support the people you care about.

FREE 1-Hour Consultation with an Attorney and Power of Attorney Document
Everyone who attends the workshop (in-person or on Zoom) will also receive a free 1-hour consultation with an attorney from Creative Planning, including the full execution of a Power of Attorney document! This service typically costs between $400 and $750, but it’s provided at NO COST to workshop attendees! This benefit is only available to attendees, not just registrants, to ensure the consultation builds directly on what you learn in the session.

Hybrid Format
This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.
Register Now
