Charting a Course Through Business Bankruptcy
2024-09-11 18:00 - 19:30 (America/Chicago)
Facing business debt? Learn your options to restructure, wind down, or manage debt without bankruptcy at our workshop with Brad McCormack!

Are you a business owner facing overwhelming debt? Join us for an insightful and practical session with Brad McCormack, where we’ll explore your options for managing business bankruptcy and other debt solutions. This session will help you understand the best strategies to either keep your business running or wind it down efficiently.
Date: September 11
Time: 6:00 PM CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Topics Covered:

Chapter 11 Bankruptcy: Learn how to restructure your business by negotiating with creditors, such as suppliers, banks, and landlords, to accept reduced payments or payments over time, allowing your business to continue operations.
Chapter 7 Bankruptcy: Discover how to wind down your business while stopping creditor harassment and managing your financial obligations effectively.
Business Workouts: Explore out-of-court alternatives to bankruptcy, providing a method of reorganizing debt without the need for formal bankruptcy proceedings.

Don’t miss this opportunity to gain valuable insights and practical advice on navigating business bankruptcy and debt management. Whether you aim to keep your doors open or make the tough decision to close, this session will equip you with the knowledge to make informed choices.
Register now and take control of your business’s financial future!

Budgeting and Saving Workshop
2024-09-12 18:00 - 19:00
Join us every second Thursday of the month for practical advice on creating a spending plan and prioritizing expenses.

Join us for “Budgeting and Saving,” a comprehensive course brought to you by Pathway Financial Education, designed to equip you with the tools and knowledge needed for effective money management.
In our monthly sessions, you will 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.
When: Every second Thursday of the month
Time: 12 P.M. CST and 6 P.M. CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Join us every second Thursday of the month to embark on a journey towards financial mastery. With ‘Budgeting and Saving,’ you’re not just learning to manage money – you’re gaining the freedom and confidence that comes with financial control.
Register now and take the first step towards transforming your financial habits with Pathway Financial Education!

Estate Planning Made Easy
2024-09-18 18:00 - 19:30
Unlock estate planning secrets with Daniel Sprout to protect your legacy on September 18!

Mark your calendars for an essential seminar on estate planning with Daniel Sprout, an expert Estate Planning Attorney from Creative Planning. Note that this is a two-part series, with the second part happening on October 2.
Date: September 18th
Time: 6:00 PM CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Daniel Sprout brings over 14 years of invaluable experience in legal services, specializing in estate planning. He is committed to ensuring that his clients safeguard their wealth and loved ones against probate, taxes, and creditors through customized estate planning.
In this seminar, Daniel will cover critical topics, including:

The importance of a medical directive and how it can guide your medical care when you are unable to make decisions yourself.
What Financial Power of Attorney is and why it’s essential for managing your finances if you become incapacitated.
Understanding wills and their significance in ensuring your assets are distributed according to your wishes.
How trusts function and their utility in estate planning and asset protection.
Key considerations regarding estate taxes and how to navigate them efficiently.
Strategies for probate avoidance to simplify the transfer of assets to your beneficiaries.
The role of Transfer on Death Deeds in managing real estate assets and ensuring a smooth transition to your heirs.

Whether you’re beginning to think about your legacy or looking to refine your existing estate plan, Daniel Sprout’s insights and expertise will be invaluable.
Special Offer for Attendees: As a valuable addition to attending this seminar, you will have the opportunity to secure a 1-hour consultation with an attorney at Creative Planning. This consultation will allow you to take a proactive step towards your estate planning process, including the full execution of a Power of Attorney document to get you started.
Secure your spot today for this transformative session on estate planning and take a proactive step towards safeguarding your financial future and the well-being of your loved ones. Register now!

Managing Debt Workshop
2024-09-19 18:00 - 19:00
Join us every third Thursday of the month for a deep dive into effective debt management.

Pathway Financial Education invites you to join our “Managing Debt” course, a monthly session dedicated to effective debt management and the establishment of healthy financial habits.
When: Every third Thursday of the month
Time: 12 P.M. CST and 6 P.M. CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
This course offers a deep dive into the world of debt management. 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.
Join us every third Thursday of the month for our “Managing Debt” course. This is more than just a class – it’s your stepping stone to financial liberation. Register now and start your journey towards financial freedom with Pathway Financial Education!

Tax Talk: Free Workshop for Individuals
2024-09-25 18:00 - 19:30
Join us on September 25 from 6-7:30 PM for tax insights! Learn about changes, filing options, and document prep in person or via Zoom!

Are you ready to get ahead of the game this tax season? Whether you’re a seasoned tax filer or navigating your taxes for the first time, this workshop is designed just for you!
Date: September 25th
Time: 6:00 PM CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Our team of experts will guide you through the latest changes in tax laws and provide practical tips to help you prepare well in advance. Here’s why you should join:

Stay Informed: Get up-to-date with recent updates in tax laws and understand how they might affect your tax situation. Being informed early helps you make better financial decisions.
Plan Ahead: Explore different filing options and choose the one that best suits your needs. Planning ahead can save you time and stress when tax season arrives.
Document Preparation: Learn expert tips on organizing and preparing your tax documents now, so you’re not scrambling at the last minute. Early preparation can make the filing process much smoother.
Avoid Last-Minute Stress: Addressing your tax questions and concerns now can prevent the rush and anxiety that often comes with waiting until the deadline.
Q&A Session: Bring your burning questions about your personal tax situation! Our experts will be ready to provide answers and clarity, giving you peace of mind well before tax season.

Don’t wait until the last minute—join us for this essential workshop and gain the knowledge and confidence to manage your taxes effectively!
Register now and take the first step towards a stress-free tax season.

Credit 101 Workshop
2024-09-26 18:00 - 19:00
Learn about credit reports and scores, how to build a productive credit history, and tips for repairing and improving your credit.

Pathway Financial Education is proud to present our “Credit 101” workshop, a recurring series designed to demystify the world of credit. Join us every fourth Thursday of the month for an in-depth exploration of credit reports, scores, and effective strategies for building and repairing credit.
When: Every fourth Thursday of the month
Time: 12 P.M. CST and 6 P.M. CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Whether you’re 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.
Join us every fourth Thursday of the month for our “Credit 101” series. This is your opportunity to master the basics of credit and take control of your financial future. Registration is required – secure your spot today and embark on a journey to financial empowerment with Pathway Financial Education!

Taking Control: Your Guide to Personal Bankruptcy and Financial Recovery
2024-10-09 18:00 - 19:30
Understand Chapter 7 & 13 bankruptcy options. Get expert advice to choose the right path and prepare for a fresh financial start.

Are you overwhelmed by personal debt? Join us for an insightful and practical session with Brad McCormack, where we’ll explore your options for managing personal bankruptcy and other debt solutions. This session will help you understand the best strategies to navigate personal financial challenges and regain control of your financial future.
Date: October 9
Time: 6:00 PM CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Topics Covered:

Chapter 7 Bankruptcy: Learn how to discharge certain debts, stop creditor harassment, and get a fresh start financially. We’ll discuss what to expect during the filing process, how to prepare, and what life looks like after discharge.
Chapter 13 Bankruptcy: Discover how to create a repayment plan to manage your debts over time while keeping valuable assets. Understand how this option can help you restructure your financial obligations and what steps you need to take to get started.

Reviewing Your Finances: Get practical advice on how to assess your personal financial situation to determine which bankruptcy option may be most beneficial for you. We’ll cover important factors to consider when making this decision.
Preparing for Bankruptcy: Learn how to get ready for the bankruptcy process, including the documents you’ll need, what to expect in court, and how to handle creditor interactions.
Life After Bankruptcy: Understand the steps you can take to rebuild your credit and financial stability after bankruptcy discharge, setting the stage for a more secure financial future.

Don’t miss this opportunity to gain valuable insights and practical advice on navigating personal bankruptcy and debt management. Whether you are considering filing for bankruptcy or just want to explore your options, this session will equip you with the knowledge to make informed choices.
Register now and take control of your personal financial future!

Money Values, Influences & Banking
2025-01-02 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Align your values, master your finances, and uncover the tools to make financial decisions with confidence in our quarterly workshop.

Kick off 2025 with a fresh perspective on your financial future! Pathway Financial Education invites you the first of our quarterly workshop series, “Money Values, Influences, and Banking”, a dynamic session designed to help you align your financial goals with your personal values and make empowered financial decisions.
Led by Angelique Cheatem, Program Manager at Pathway Financial Education, this workshop dives into:

The connection between your values and financial decision-making
How external influences impact your financial habits
Banking fundamentals to strengthen your financial foundation

📅 Date: January 2, 2025🕕 Time: 6:00 PM – 7:30 PM📍 Location: In person at Pathway Financial Education or virtually via Zoom (link to follow).
This is the first in our Quarterly Workshop Series, offering actionable insights to guide your financial journey throughout the year. Whether you’re looking to refine your financial habits, better understand banking, or set meaningful financial goals, this workshop is the perfect starting point.
Reserve your spot today and take the first step toward mastering your money mindset in 2025!

Budgeting and Saving
2025-01-09 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Learn how to manage your money wisely and save for the future in our quarterly workshop.

Start 2025 strong with Pathway Financial Education’s second quarterly workshop, “Budgeting and Saving.” This recurring series is designed to help you sharpen your money management skills, set financial priorities, and achieve your financial goals with confidence.
In this session, you’ll explore practical strategies for creating a personalized budget, staying on track with your savings, and managing expenses effectively—perfect for building momentum in the new year. Whether you’re revisiting your financial plans or seeking fresh insights, this workshop provides actionable advice to help you thrive financially.
Register today to reserve your spot in this quarterly series and continue your journey toward financial mastery with Pathway Financial Education!

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Tax Prep Bootcamp: Get Ready, Get Set, File!
2025-01-15 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
File stress-free! Join Pathway for a free workshop with tax expert Ray Moncrieffe to maximize deductions and avoid costly mistakes.

Ready to tackle tax season stress-free? Join Pathway Financial Education’s Tax Prep Bootcamp for an empowering session to help you organize, file, and maximize your tax return in 2025. Learn what documents you need, how to claim the best deductions, and avoid costly mistakes—all with insights from tax expert Ray Moncrieffe.
This free workshop is perfect for individuals and small business owners ready to take control of their finances. Don’t miss out—RSVP today!

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Managing Debt
2025-01-16 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Learn how to tackle your debt head-on and take control of your finances at our quarterly event!

Pathway Financial Education invites you to the next session in our quarterly workshop series! Join us on Tuesday, January 16th, 2024, from 6:00 PM to 7:30 PM CST for a focused session on effectively managing debt and building sustainable financial habits.
This workshop will delve into practical strategies for addressing various types of debt, including credit cards, student loans, and more. Gain the tools and knowledge needed to take control of your financial situation and work toward lasting stability.
Continue your journey to financial empowerment by reserving your spot today. Register now!

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Developing a Budget for Your Business
2025-01-22 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Plan for success! Join strategist Mercedes Givens in a free workshop to create a budget, manage expenses, & achieve your business goals.

Take charge of your business finances in 2025! Join business strategist Mercedes Givens for a hands-on workshop where you’ll learn how to create a clear, actionable budget that supports your growth goals in 2025. From understanding income and expenses to setting priorities and avoiding pitfalls, this session is designed to give you the confidence and tools to manage your business finances effectively.
This free event is perfect for entrepreneurs at any stage. Come ready to plan, strategize, and set your business up for financial success.

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Credit 101
2025-01-23 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Join us for Credit 101, our quarterly event where we’ll cover all the basics of managing your credit like a pro!

Mark your calendar for our first quarterly workshop on Tuesday, January 23rd, from 6:00 to 7:30 PM CST. This eseries is designed to simplify the world of credit. Whether you’re just starting your credit journey or aiming to repair and improve your credit, this workshop will provide valuable insights into credit reports, scores, and actionable strategies to build strong financial health.
📅 Date: January 23, 2025🕕 Time: 6:00 PM – 7:30 PM📍 Location: In person at Pathway Financial Education or virtually via Zoom (link to follow).
Don’t miss this opportunity to take charge of your financial future. Registration is required, so secure your spot today! Embark on a journey to financial empowerment with Pathway Financial Education’s “Credit 101” series.

Unlocking Homeownership: From Dream to Reality
2025-02-12 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Learn how to turn your dream of owning a home into a reality at our event Unlocking Homeownership: From Dream to Reality!

Unlocking Homeownership: From Dream to Reality
Ready to turn your dream of owning a home into a reality? Join Pathway Financial Education for an empowering workshop featuring guest speakers from BMO Bank, Anthony DiRicco and Samantha Gillum, who will share valuable insights to guide you on your homeownership journey.
Learn about budgeting, mortgage options, and the homebuying process in an engaging, supportive environment. Whether you’re a first-time buyer or looking to expand your knowledge, this workshop offers actionable advice to help you take confident steps toward owning your home.
This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

For the Love of Money
2025-02-13 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Unlock financial freedom through emotional awareness. Discover the connection between emotions and money management!

Have you ever wondered how your emotions influence your spending habits? Join us for an eye-opening workshop, presented by Shareda Rollins of Rollins Consulting Services, to explore the powerful link between emotions and financial decisions.
Discover how emotional triggers can impact your budget and learn practical strategies to manage spending with mindfulness and intention. This session will equip you with tools to make more informed choices and take control of your financial future.

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Building Business Credit
2025-02-26 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Learn how to apply for business credit and maintain strong personal and business credit histories from experts at BMO Bank!

Take control of your financial future with this informative workshop hosted by Pathway Financial Education in partnership with BMO Bank. Join guest speakers Anthony DiRocco and Samantha Gillum as they share expert advice on applying for business credit and maintaining strong personal and business credit histories.
Discover practical strategies to enhance your creditworthiness, unlock new funding opportunities, and strengthen your financial foundation for long-term success. Whether you’re a budding entrepreneur or a seasoned business owner, this session will provide valuable tools to help you thrive.

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Your Legacy, Your Way: Mastering Estate Planning
2025-03-05 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Secure your legacy and protect what matters most—join Daniel Sprout for an estate planning workshop you can’t afford to miss!

Take control of your legacy and ensure your wishes are honored. Join Pathway Financial Education for a free, insightful workshop on mastering estate planning, hosted by Daniel Sprout of Creative Planning. Learn how to protect your assets, provide for loved ones, and leave a lasting impact in line with your values.
Led by Daniel, this session will cover essential topics such as wills, trusts, and healthcare directives, providing practical steps to craft an estate plan that works for you.

This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Funding Your Future: Mastering the FAFSA Process
2025-03-12 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Take the guesswork out of FAFSA with expert guidance from Anderson J. N. in this free workshop hosted by Pathway Financial Education.

Take the guesswork out of FAFSA with expert guidance from Jason Anderson in this free workshop hosted by Pathway Financial Education. Learn how to complete your application accurately, meet key deadlines, and maximize your financial aid opportunities.
This session will be offered both in person at Pathway Financial Education and Via Zoom – link to follow.
This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

Sales Mastery for Business Owners
2025-03-26 18:00 - 19:30
Join us for an insightful workshop hosted by Brent Pryor, where you’ll learn how to enhance seller capabilitiesJoin us for an insightful workshop hosted by Brent Pryor, where you’ll learn how to enhance seller capabilities to drive meaningful behavior change and achieve maximum sales success. Discover why effective sales training goes beyond traditional methods and should be approached as a strategic change management initiative.Gain actionable insights into designing, implementing, and sustaining training programs that create lasting impact. Whether you’re a sales leader, trainer, or business professional, this session will equip you with the tools to transform your team’s performance and elevate your sales outcomes. This workshop is offered both online (a Zoom link will be sent to you prior to the workshop) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.

The Startup Checkup: How to Validate Your Business Idea
2025-04-01 18:00 - 19:30
Before you invest time and money into your business, make sure it’s built to succeed!

Many entrepreneurs dive into launching their business without validating their idea—only to find out later that their product or service doesn’t truly meet market demand. Don’t let that be you!
Join us for a FREE, interactive workshop designed to help you test, refine, and strengthen your business idea before you launch. Whether you have a fresh idea or a side hustle you want to grow, this session will equip you with essential strategies to validate your concept and set a strong foundation for success.
What You’ll Learn:
Validating your business idea before launching is the smartest move you can make. This workshop will show you how to assess demand, identify your ideal customers, and gather real market insights so you can move forward with confidence. You’ll learn how to avoid costly mistakes, refine your idea to meet real needs, and create a strong foundation for long-term success. Led by industry professionals, this session offers expert guidance, interactive exercises, and the chance to connect with like-minded entrepreneurs who are on the same journey as you.
Can’t attend in person? No problem! You have the option to join us virtually from anywhere, so you can still gain valuable insights and take part in the discussion.

Meet Your Expert Speaker
This session will be led by LaTasha Jacobs, Executive Director of Pathway Financial Education. A seasoned professional with more than a decade of commercial banking experience in the Kansas City area, LaTasha brings a deep understanding of financial services, small business needs, and community empowerment. Prior to her leadership at Pathway, she served as a Community Development Banker at UMB Bank, where she provided customized financial solutions and support to under-resourced communities. Raised in Wyandotte County, LaTasha’s passion for financial education and equity started early and continues to drive her work today. She has led countless workshops and provided technical assistance to entrepreneurs working to launch or grow their businesses—making her an ideal guide for this interactive session.

The difference between a struggling startup and a thriving business is validation. Don’t leave your success to chance: take the first step toward building a business that lasts.
Seats are limited, and this is your chance to gain expert insights at NO cost. Reserve your spot now before it’s too late!

Financial Foundations: Values, Influences, and Banking 101
2025-04-03 18:00 - 19:30
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 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

Meet Your Expert Speaker: Shannon Wooten
We’re thrilled to welcome Shannon Wooten, VP Sr. Community Development Officer at Arvest Bank, as our expert speaker!
With over 30 years in the financial services industry, Shannon has helped countless individuals and families navigate their finances, particularly in underserved communities. She is a dedicated advocate for financial literacy, working to bridge the gap between the under-banked and mainstream banking services.
Her expertise extends beyond banking; she serves on multiple boards, including the Urban Financial Services Coalition, Community Action Agency of Greater Kansas City, and DepotKC. Her passion for financial empowerment has made a tangible impact in Greater Kansas City, and now, she’s here to help YOU take control of your financial future.

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!

Financial Projections 101: Plan, Predict, and Prosper
2025-04-08 18:00 - 19:30
Where will your business be in a year? Five years? Will you be profitable? Can you secure funding?

Successful businesses don’t operate on guesswork. They use financial projections to plan for the future, attract investors, and make smart decisions about growth, expenses, and profitability. Whether you’re seeking funding, managing cash flow, or preparing for expansion, having clear, data-driven financial projections is essential.
In this FREE, hands-on workshop, we’ll break down the basics of financial projections so you can forecast your business’s financial future with confidence.
What You’ll Learn:
✅ What financial projections are and why they’re critical for business success✅ The key components of a strong financial projection✅ How to forecast revenue, expenses, and profit✅ The role of financial projections in securing funding and attracting investors✅ Practical tools and templates to help you start building your projections today

Meet Your Expert Speaker, Michael Byrd
This workshop is presented by Michael Byrd, founder of DuBois Financial Services Company (DFSC), LLC, which provides tax and accounting services for small businesses, nonprofits, and political candidates. With over 36 years of experience in accounting, financial procedures, and risk assessment, Michael has helped businesses and organizations navigate their finances with confidence.
Michael brings real-world experience and practical strategies to help business owners like you understand and apply financial projections to plan for long-term success.

Many entrepreneurs struggle with financial planning, but the truth is: if you don’t know where your business is headed financially, you’re risking everything. Understanding financial projections helps you make smarter decisions, secure funding, and prepare for challenges before they happen.
We’re offering both in-person and virtual attendance options so you can join us from anywhere. Just choose your preference when you register!
🚀 Your business’s future starts with a plan—let’s build it together!

Penny Wise: Effective Budgeting and Saving Strategies
2025-04-10 18:00 - 19:30
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

Meet Your Expert Speakers: Anthony DiRocco and Samantha Gillum
We are excited to welcome two financial professionals from BMO Bank to share their expertise:
Anthony DiRocco – Bank Manager, BMO Bank N.A., Lee’s SummitAnthony is passionate about helping individuals improve their personal finances and specializes in providing tailored financial solutions to business owners. With a strong commitment to fostering financial growth and stability, Anthony is dedicated to making a positive impact on his clients’ financial well-being.
Samantha Gillum – Financial Wellness Specialist, BMO BankWith 23 years in the banking industry, Samantha has helped both consumers and business clients achieve their financial goals. She believes financial education, resources, and partnerships are the key to breaking down barriers and creating financial stability and growth. Her life motto is: “We Rise By Lifting Others.”

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. 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!

The Business Plan Playbook
2025-04-15 18:00 - 19:30
Every successful business starts with a plan. Do you have yours?

A great idea isn’t enough. If you want to turn your business dreams into reality, you need a clear, strategic roadmap that guides your decisions, attracts funding, and sets you up for long-term success. That’s where a strong business plan comes in!
Join us for a FREE, hands-on workshop designed to help you build, refine, and strengthen your business plan, whether you’re just getting started or looking to level up.
Too many entrepreneurs skip the planning stage, only to struggle with disorganization, financial hurdles, or lack of direction. A well-structured business plan helps you clarify your goals, define your market, secure funding, and create a strategy for sustainable growth. In this session, we’ll walk you through the 10 key elements of a winning business plan so you can move forward with confidence.
What You’ll Learn
✅ How to structure your business plan for clarity and impact✅ The critical sections every business plan needs (and how to write them)✅ How to analyze your market and competition to stand out✅ Financial planning basics to ensure profitability and sustainability✅ Real-world business plan examples and expert insights
Bonus: Walk away with a business plan framework you can start using immediately!

Meet Your Expert Speaker
This workshop is facilitated by LaTasha Jacobs, Executive Director of Pathway Financial Education. LaTasha has a proven track record of leading financial education workshops and providing technical assistance to under-resourced communities. Her insight into both the financial system and the unique challenges faced by local entrepreneurs makes her the perfect guide for this session. She’s passionate about helping you build a business plan that’s not only clear and compelling but rooted in long-term, sustainable success.

We’re offering both in-person and virtual attendance options so you can join us from anywhere. Just choose your preference when you register!
🚀 Your business deserves a strong foundation, let’s build it together!

Debt-Free Journey: Steps to Financial Liberation
2025-04-17 18:00 - 19:30
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

Meet Your Expert Speaker: Angelique Cheatem
We’re proud to have Angelique Cheatem, Personal Finance Program Manager at Pathway, leading this workshop!
Angelique is a financial education advocate with a passion for helping people gain confidence in managing their money. She earned her Bachelor’s Degree in Financial Counseling from the University of Missouri and has been serving individuals and families in the financial services industry for the past four years.
Beyond her professional experience, Angelique has spent years volunteering in her community, working with organizations that serve individuals and families in need. She believes that financial education should be accessible to everyone and is eager to help attendees gain the knowledge they need to make informed, empowered decisions about their financial future.

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!

Financial Statements 101: How to Read and Use Profit and Loss Statements
2025-04-22 18:00 - 19:30
Profit? Loss? Cash flow? Your financial statements hold the answers if you know where to look.

Many small business owners focus on sales but overlook the financial statements that truly reveal the health of their business. Your Profit & Loss (P&L) statement isn’t just a report—it’s a powerful tool that can help you identify opportunities, cut unnecessary costs, and make informed decisions that drive profitability.
If you’re not using your P&L statement to its full potential, you could be leaving money on the table!
Join us for a FREE, hands-on workshop designed to help you understand, analyze, and use your Profit & Loss statement to make smarter business decisions and improve financial stability.
What You’ll Learn
✅ The key components of a Profit & Loss statement and what they mean✅ How to track income, expenses, and profit like a pro✅ The difference between cash basis and accrual accounting (and which is right for you)✅ How to analyze financial data to spot trends and opportunities✅ Simple strategies to improve your bottom line and boost profitability

Meet Your Expert Speaker, Patricia Lee
This workshop is presented by Patricia Lee, a licensed tax professional (Enrolled Agent) with over 20 years of experience in tax strategy, accounting, and financial planning. As a Tax Planner at Covenant Accounting and Business Services, Patricia has spent decades helping small business owners understand their financial statements, maximize profitability, and stay tax-compliant.
She understands that financial statements aren’t just numbers, they represent the success, struggles, and future of your business. With her people-first approach, Patricia ensures you walk away with practical strategies to take control of your business finances and improve your bottom line.

A P&L statement shows exactly where your money is going, but do you know how to use it to your advantage? Whether you’re struggling with cash flow, looking for ways to increase profit, or preparing to apply for funding, understanding your P&L can help you take control of your business finances and make confident financial decisions.
We’re offering both in-person and virtual attendance options so you can join us from anywhere. Just choose your preference when you register!
🚀 Your business success starts with financial clarity; don’t miss this opportunity to take control of your numbers!

Tax Talk for Business Owners
2025-04-23 18:00 - 19:30
You’re great at running your business. Let’s make sure you’re great at managing taxes, too.

You started your business to pursue your passion, not to stress over tax codes and forms. But what if you had the right knowledge and tools to stay compliant, maximize deductions, and avoid common tax pitfalls?
Join us for a FREE workshop designed specifically for entrepreneurs and small business owners who want to gain confidence in managing their taxes, record-keeping, and financial responsibilities so you can focus on what you do best.
What You’ll Learn:
✅ Business Entity Types & Tax Reporting – Sole Proprietorships, LLCs, S-Corps & more
✅ Essential Record-Keeping & Accounting Software – How to track business income & expenses
✅ Understanding Tax Deductions & Credits – Maximize your savings while staying compliant
✅ Employee vs. Independent Contractor – Avoid costly misclassifications
✅ Estimated Taxes & Filing Deadlines – Know when, what, and how to file
Meet Your Expert Speaker, Ray Moncrieffe
We’re excited to welcome Ray Moncrieffe, Tax Director at Creative Planning, as our workshop leader! Ray has years of experience helping small business owners navigate the complexities of tax law, business structure, and financial planning. His passion for empowering entrepreneurs means you’ll walk away with actionable knowledge to strengthen your business finances.
Taxes aren’t just a once-a-year concern—they impact your business every day. Filing incorrectly, missing deductions, or misunderstanding tax rules can cost you time, money, and peace of mind. This workshop is designed to give you real, actionable strategies to manage your tax obligations with confidence.
This session will help you navigate everything from business structures and tax reporting to deductions and record-keeping. You’ll gain the knowledge to avoid costly mistakes, maximize your savings, and set your business up for long-term financial success. Plus, you’ll connect with other entrepreneurs who are on the same journey — because when small business owners support each other, everyone wins.
Attend in person for an interactive experience, or join virtually from the comfort of your home!

Is Entrepreneurship Right For You?
2025-04-29 18:00 - 19:30
The dream of being your own boss is exciting, but is entrepreneurship really the right fit for you?

Starting your own business sounds amazing: freedom, flexibility, unlimited income potential. But behind the success stories are long hours, financial risk, and constant problem-solving. Entrepreneurship isn’t just about having a great idea—it’s about resilience, adaptability, and the ability to wear multiple hats.
If you’ve ever wondered whether starting a business is the right path for you, this free, interactive workshop will help you get clarity.
What to Expect:
✅ A realistic look at what it takes to be an entrepreneur
✅ The biggest challenges (and how to prepare for them)
✅ What skills, mindset, and resources you need to succeed
✅ How to assess whether entrepreneurship aligns with your goals and lifestyle
✅ Actionable steps to decide if you’re ready to take the leap
Meet Your Expert Speaker, Ivan Griffin
LaTasha Jacobs, Executive Director of Pathway Financial Education, brings over a decade of experience in commercial banking and a deep passion for helping aspiring entrepreneurs succeed. As a former Community Development Banker at UMB Bank, she supported small business clients with customized solutions and technical assistance. LaTasha understands both the risks and rewards of entrepreneurship—and she’s here to help you decide if this path is right for you.
Entrepreneurship is exciting, but it’s not for everyone—and that’s okay! This session will help you evaluate your strengths, weaknesses, and risk tolerance so you can make an informed decision. Whether you’re dreaming of a startup, side hustle, or small business, this workshop will provide real talk, expert insights, and practical advice to help you figure out your next steps.
We’re offering both in-person and virtual attendance options so you can join us from anywhere. Just choose your preference when you register!
🚀 Entrepreneurship isn’t just a career choice; it’s a lifestyle. Find out if it’s the right one for you!

Credit Confidence: Understanding the Basics
2025-05-01 18:00 - 19:30
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

Meet Your Expert Speakers: Anthony DiRocco and Samantha Gillum
We’re thrilled to have Anthony DiRocco, Bank Manager at BMO Bank N.A., and Samantha Gillum, Financial Wellness Specialist at BMO Bank, leading this session.
Anthony DiRocco has a strong passion for helping individuals take control of their personal finances. He specializes in tailoring financial solutions to meet personal and business needs, including credit improvement strategies that set people up for long-term success.
Samantha Gillum has spent 23 years helping individuals and businesses understand and improve their financial health. She believes that credit literacy is a game-changer and is committed to breaking down complex financial concepts so they’re easy to understand and apply.
Together, Anthony and Samantha will walk you through your credit report, explain the factors that impact your score, and help you create a plan to improve it.

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!
Attend in person for an interactive experience, or join virtually from the comfort of your home!

HR Essentials for Small Business Owners
2025-05-06 18:00 - 19:30
People are your business. Learn how to lead them effectively

Managing people well is one of the most critical parts of running a successful operation. Whether you’re hiring your first employee or trying to improve how your team functions, you need a strong understanding of HR to protect your business and support your people.
This FREE workshop is designed to give small business owners the tools, knowledge, and confidence to manage HR the right way – without the overwhelm. From hiring and onboarding to performance reviews and compliance, we’ll cover what matters most to help you build a strong, engaged, and legally sound team.
What You’ll Learn:
✅ How to create an effective recruitment and onboarding process
✅ Key elements of employee handbooks, policies, and procedures
✅ Basics of payroll, compensation, and benefits
✅ How to manage performance, feedback, and employee development
✅ Compliance with employment laws and reducing legal risks
✅ Practical strategies to boost employee satisfaction and retention
Meet Your Expert Speaker
This workshop is led by Alicia McDougal, founder of Legacy Inspired HR Solutions, LLC, who brings over 15 years of HR experience in both the private and public sectors. Alicia specializes in helping small businesses implement practical, personalized HR strategies without the need for a full-time HR department. Her passion for empowering business owners and her approachable, real-world guidance make her the ideal facilitator to help you strengthen your people practices, protect your business, and build a team that thrives.
Most small business owners don’t have an HR department, but that doesn’t mean HR isn’t part of their job. Poor hiring practices, unclear policies, or legal missteps can cost you time, money, and top talent. This workshop will show you how to build a people-first workplace that attracts great employees, runs smoothly, and protects your business.
💡 Whether you have one employee or ten, this training will help you create structure, avoid mistakes, and strengthen your team from the inside out.
