Pathway Financial Education

Credit 101 Workshop
2024-04-25 12:00 - 13:00, 2024-03-28 12:00 - 13:00, 2024-02-22 12:00 - 13:00 UTC
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!

Tax Talk: Free Workshop for Business Owners
2024-04-24 18:00 - 19:30 (America/Chicago)
Join Pathway Financial Education and guest speaker Ray Moncrieffe for an indispensable session tailored specifically for business owner taxpayers, especially those navigating the post-deadline period with an eye toward future preparedness.
Date: April 24th
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.
This is an opportunity to future-proof your financial well-being against the ever-evolving tax landscape. Here’s why attending is essential, even after the April 15 deadline:

Post-Deadline Insights: Discover strategies for managing the potential implications of late filing and better preparing for the next tax season.
Plan Ahead: Gain invaluable insights to avoid future pitfalls and maximize your tax benefits for the upcoming year.
Tax Structure Evolution: Stay current with the latest tax laws and understand their impact on your financial planning.
Filing Strategies & Document Mastery: Even though the filing date has passed, learning about various filing options and mastering document organization can transform your approach to taxes.
Interactive Q&A: Got lingering questions or specific scenarios you’re curious about? Our Q&A segment is your direct line to personalized tax advice from experts.

Don’t let the calendar dictate your financial education journey. Join us on April 24th and take a proactive step towards mastering your tax obligations with confidence and savvy. Your future self will thank you!

Managing Debt Workshop
2024-04-18 12:00 - 13:00, 2024-03-21 12:00 - 13:00, 2024-02-15 12:00 - 13:00 UTC
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!

Estate Planning Made Simple
2024-04-17 18:00 - 19:30 UTC
Mark your calendars for an essential seminar on estate planning with Daniel Sprout, an expert Estate Planning Attorney from Creative Planning.
Date: April 17th
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.
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!

Budgeting and Saving Workshop
2024-04-11 12:00 - 13:00, 2024-03-14 12:00 - 13:00, 2024-02-08 12:00 - 13:00 UTC
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!

Money Values, Influences, and Banking Workshop
2024-04-04 12:00 - 13:00, 2024-03-07 12:00 - 13:00 UTC
Welcome to “Money Values, Influences, and Banking,” a transformative course offered by Pathway Financial Education, designed to help you understand the intricate relationship between your inner values and the external factors that influence your financial decisions and the essentials of banking.
When: Every first 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.
In this enlightening monthly session, you’ll dive into the depths of how your personal goals, values, and the surrounding environment shape your approach to money management. Moreover, the workshop will cover essential banking knowledge, providing you with a solid foundation for making informed decisions about where to keep your money and how to manage your accounts efficiently. Whether you’re looking to refine your budgeting skills, make more informed investment choices, understand your spending habits better, or navigate the world of banking with confidence, this course offers valuable insights for everyone.
Join us every first Thursday of the month for an insightful journey into the world of finance, where your values and influences converge to shape a smarter, more conscious approach to money.
Register now to secure your spot and embark on a path to financial empowerment with Pathway Financial Education!

Pathways to Homeownership
2024-04-03 18:00 - 19:30 UTC
Embark on your journey to homeownership with Angelique Cheatem at our upcoming workshop. This essential session, “Pathways to Homeownership,” is your key to unlocking the door to your future home.
Date: April 3rd
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.
In this workshop, Angelique will cover:

The essential steps to buying a home
Basic knowledge and skills needed to achieve homeownership
Financial planning and counseling tips for prospective homeowners

Don’t miss this opportunity to gain valuable insights and tools to navigate the path to homeownership. Whether you’re taking your first steps toward buying a home or looking to solidify your understanding of the process, this workshop is designed to empower you with the knowledge you need.

Tax Talk: Free Workshop for Individuals
2024-03-27 18:00 - 19:30 UTC
Join us for an engaging and informative session designed exclusively for individual taxpayers! Whether you’re a seasoned tax filer or navigating tax season for the first time, we have got you covered.
Date: March 27th
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 experts will delve into various aspects of the current tax structure, ensuring you’re up-to-date with all the recent changes. Topics covered during the session will include:

Tax Structure Changes: Gain insights into recent tax law updates and how they may impact your tax situation.
Filing Options: Learn about different filing options available to individual taxpayers and choose the one that best suits your needs.
Document Preparation: Get valuable tips and advice on organizing and preparing your tax documents efficiently.
Q&A Session: Have burning questions about your individual tax situation? Our experts will be on hand to answer your queries.

Join us for this must-attend event, as the end of tax season is just over two weeks away!

Generating Wealth in Real Estate
2024-03-19 18:00 - 19:30 UTC
Join us on March 19th at 6:00 PM CST for an insightful session titled “Generate Wealth in Real Estate,” featuring Damon Caldwell, a distinguished real estate investor from D. Caldwell Properties LLC.
Date: March 19th
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.
With 5 years of experience under his belt, Damon stands out as a highly motivated and skilled professional in the realm of real estate wholesaling. His background in sales and marketing has been pivotal in mastering the art of negotiating and sealing lucrative deals.
This class is designed to empower participants with the knowledge to jump into the real estate game with little to no initial investment. You’ll learn how to generate $3k-$30k paydays within 30 days using OPM (Other People’s Money), a strategy that has benefited both Damon and his partners in solving challenges for property owners and investors throughout the Kansas City Metro area.
Whether you’re a homeowner dealing with tax liens, foreclosure, probate, divorce, or an investor looking to expand your portfolio, this session will unveil the methods used by some of the biggest names in the industry to build capital and generational wealth—no out-of-pocket costs, credit checks, or realtor’s license required.
Join us for this must-attend event and take a significant step towards achieving your financial goals in real estate with Damon Caldwell as your guide. Register now to secure your spot in this transformative real estate investment session.

Enhance Your Financial Health: Mastering Cash Flows
2024-02-21 18:00 - 19:30 UTC
Join us for a practical workshop on “Mastering Cash Flows” on February 21st at 6:00 PM CST. Led by the experienced wealth manager Mercedes Givens, this session is tailored for anyone eager to improve their financial management skills.
Date: February 21st
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.
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. Holding the designation of Certified Financial Planner and a degree in Economics from Occidental College, Mercedes has a wealth of knowledge to share. This workshop is ideal for individuals looking to gain a better understanding of different methods to manage finances effectively.
Register today to gain valuable insights from Mercedes Givens and take a significant step towards enhancing your financial health. Don’t miss this opportunity to learn from an expert and transform your approach to budgeting and cash flows!

Investing Essentials: Navigating the Stock Market and Emerging Tech for Sav
2024-02-19 18:00 - 19:30 UTC
Dive into the world of investing with Chris Dunlap, co-founder of Nu Wall St, in our essential Investing 101 session on February 19th at 6:00 PM CST. This session is perfect for anyone looking to gain a solid foundation in investing and stock market basics.
Date: February 19th
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.
Chris Dunlap brings 15 years of investing experience and a deep-rooted passion for financial education to this comprehensive session. Covering crucial topics like money management, stock market fundamentals, and the effective use of technology in trading, Chris’s approach simplifies complex concepts, making them accessible to beginners and seasoned investors alike.
Join us on February 19th for an invaluable session with Chris Dunlap. Register now to begin your journey toward savvy investing and true financial empowerment!

Tax Talk: Free Workshop for Business Owners
2024-02-13 18:00 - 19:30 UTC
Join us for an engaging and informative session designed exclusively for business owner taxpayers! Whether you’re a seasoned tax filer or navigating tax season for the first time, our event on February 13th from 6:00 PM to 7:30 PM CST has got you covered.
Our experts will delve into various aspects of the current tax structure, ensuring you’re up-to-date with all the recent changes. Topics covered during the session will include:

Tax Structure Changes: Gain insights into recent tax law updates and how they may impact your tax situation.
Filing Options: Learn about different filing options available to individual taxpayers and choose the one that best suits your needs.
Document Preparation: Get valuable tips and advice on organizing and preparing your tax documents efficiently.
Q&A Session: Have burning questions about your individual tax situation? Our experts will be on hand to answer your queries.

Why Attend:

Stay Informed: Keep yourself informed about the latest tax changes that could affect your financial well-being.
Get Guidance: Learn about the different filing options available and get guidance on choosing the right one for your situation.
Prepare with Confidence: Acquire valuable insights into tax document preparation and ensure a smooth filing process.
Personalized Help: Have your individual tax-related questions addressed by tax experts during the Q&A session.

This session will be conducted in a hybrid format, offering you the flexibility to attend either in person or virtually from the comfort of your own space. We understand that everyone has their own preferred mode of participation, and we want to accommodate your needs. If you are attending virtually, THE ZOOM LINK WILL BE EMAILED TO YOU. PLEASE CHECK YOUR SPAM IF YOU REGISTER AND DO NOT RECEIVE IT. Eventbrite does not allow for links to be posted on hybrid events.

Smart Spending: Understanding Influences and Saving Wisely
2024-02-06 18:00 - 19:00 UTC
Join us for an enlightening session with Ryan Adams, a seasoned expert in the field of finance, on February 6th at 6:00 PM CST. Dive into the world of smart spending and saving with insights from a top financial mind.
Date: February 6th
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.
Ryan Adams, boasting a master’s in accounting from Kansas State University, experience at a prestigious Big 4 firm, and his current role as Senior Financial Planner at Creative Planning, brings an exceptional depth of knowledge to this session. 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.
Don’t miss this opportunity to elevate your financial understanding with insights from Ryan Adams. His blend of academic knowledge and practical experience in the financial sector makes this session invaluable for anyone looking to enhance their financial acumen. Register now and take a step toward mastering your financial future!

Money Values & Influences Workshop
2024-02-01 12:00 - 13:00 UTC
Welcome to “Money Values & Influences,” a transformative course offered by Pathway Financial Education, designed to help you understand the intricate relationship between your inner values and the external factors that influence your financial decisions.
When: Every first 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.
In this enlightening monthly session, you’ll 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.
Join us every first Thursday of the month for an insightful journey into the world of finance, where your values and influences converge to shape a smarter, more conscious approach to money.
Register now to secure your spot and embark on a path to financial empowerment with Pathway Financial Education!
