Pathway Financial Education

Debt-Free Journey: Steps to Financial Liberation
2025-10-16 18:00 - 19:30 (America/Chicago)
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!

Tax Talk for Business Owners
2025-10-22 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.

Credit Confidence: Understanding the Basics
2025-10-23 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
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
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
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
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.

Headlines Barber Academy
2025-12-17 09:30 - 10:30, 2026-01-21 09:30 - 10:30
Pathway Financial Education partners with Headlines Barber Academy to equip future barbers with the business and financial skills needed to thrive as entrepreneurs. In our recurring visits, we teach essential small-business and financial literacy concepts to help students prepare for business ownership.
Our goal is to support Headlines Barber Academy students as they build strong financial foundations for their careers and future barbershops.
This session is offered exclusively to enrolled Headlines Barber Academy students and is not open to the public.

Office Closed for Christmas
2025-12-22 - 2025-12-26
The Pathway office will be closed for the Christmas holiday from Monday, December 22, through Friday, December 26.
Our team wishes you a joyful and restful Christmas season!

Office Closed for New Year's
2025-12-29 - 2026-01-02
The Pathway office will be closed for the New Year’s holiday from Monday, December 29, through Friday, January 2. We will reopen on Monday, January 5.
Wishing you a wonderful start to the new year!

Your Money, Values, Influences, and Banking
2026-01-08 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

Financial Projections for Small Businesses
2026-01-14 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
If you own a business, you need more than a good idea. You need a clear understanding of how money will flow in and out over time. Financial projections help you answer some of the most important questions every business owner faces: How much can I realistically make? What will it cost to operate? And is this business sustainable long-term?
This workshop walks you through how financial projections work and how to build them in a way that’s practical, realistic, and useful. You’ll learn how to estimate revenue and expenses, use basic market and competitor research to inform your numbers, and apply common forecasting methods to plan for the next three to five years. We’ll also cover how projections fit into your business plan and why lenders and funders often expect to see them.
You’ll explore different forecasting approaches, learn what assumptions matter most, and understand how to adjust your projections as your business grows. We’ll break down key components like revenue, operating costs, profit, and cash flow so you can confidently explain your numbers, even if you’re not a financial expert.

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

22nd Annual Mayor’s Character Breakfast
2026-01-15 07:30 - 09:00
Pathway will be attending the 22nd Annual Mayor’s Character Breakfast on January 15, 2026, hosted by Lee’s Summit CARES. This annual event celebrates individuals in the community who exemplify exceptional character and contribute to making Lee’s Summit a community of character.
The breakfast also serves as a fundraiser supporting Lee’s Summit CARES and their ongoing work in youth and family prevention programs.

How to Build a Budget and Savings Plan That Actually Works
2026-01-15 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

Office Closed for MLK Day
2026-01-19
The Pathway office will be closed on Monday, January 19, in observance of Martin Luther King Jr. Day as we honor a legacy of service and justice.

How to Take Control of Your Debt
2026-01-22 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

Jack and Jill
2026-01-24 09:00 - 10:00
Pathway Financial Education will be leading a budgeting workshop for members of Jack and Jill St. Louis, Missouri Chapter, an organization dedicated to providing social, cultural, and educational opportunities for children and teens through its nationwide network of chapters.
This session introduces practical budgeting skills to help youth build strong financial habits early, supporting Jack and Jill’s mission to develop confident, capable leaders.
This workshop is offered exclusively to Jack and Jill members and is not open to the public.

Building Business Credit
2026-01-28 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Strong business credit can open doors, from better funding options to stronger vendor relationships and long-term growth. This workshop will help you understand how business credit works, why it matters, and how to build it in a way that supports your goals without putting unnecessary strain on your personal credit.
You’ll learn how to properly separate your personal and business finances, what lenders and creditors look for when evaluating creditworthiness, and how to start building business credit from the ground up. We’ll also cover common mistakes that can slow progress and how to avoid them before they become costly.
In addition, we’ll talk through how personal credit and business credit interact, what steps can help strengthen your overall credit profile, and how strong credit can expand your access to funding, partnerships, and growth opportunities.

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 | 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

Business Mastery Series: Module 1
2026-02-03 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session focuses on creating a clear roadmap for your business. You’ll learn how to define your vision, set realistic goals, and bring structure to your operations so you can make informed decisions with confidence.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
Register Now

KIPP Legacy High School
2026-02-05 07:00 - 15:00
Pathway Financial Education provides ongoing financial literacy instruction to students at KIPP Legacy High School as part of our high school financial education programming. During these sessions, our team teaches essential concepts such as budgeting, saving, and managing money that support Missouri’s high school personal finance learning standards and prepare students for life after graduation.
This session is offered exclusively to KIPP Legacy students and is not open to the public.

Business Mastery Series: Module 2
2026-02-10 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session helps you understand how money moves through your business. You’ll learn how to track income and expenses, manage cash flow, and make smarter financial decisions that support stability and growth.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
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

Business Mastery Series: Module 3
2026-02-17 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session breaks down how to navigate contracts and negotiations with clarity. You’ll learn key terms, common pitfalls to avoid, and how to protect your business through stronger agreements.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
Register Now

Business Mastery Series: Module 4
2026-02-24 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session covers the essentials of building and managing a team. You’ll explore hiring, onboarding, documentation, and workplace expectations to help create a strong, compliant foundation for your business.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
Register Now

Accessing Capital for Your Small Business
2026-02-25 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Accessing capital isn’t just about filling out a loan application; it’s about understanding how lenders think and preparing your business to be a strong, credible borrower. This workshop is designed to help business owners understand what banks look for, how lending decisions are made, and how to build productive relationships with banking partners.
You’ll learn how the loan application process works from start to finish, what information lenders use to assess risk, and how to realistically plan for the amount and timing of capital you’re seeking. We’ll break down common lending criteria, including time in business, management experience, market conditions, collateral, and your ability to repay. You’ll also gain insight into underwriting and the key financial ratios banks review, such as leverage, liquidity, cash flow, and debt service coverage.
This session will also help you see the lending process as a two-way conversation. You’ll learn how to evaluate different types of banks, ask the right questions, and position your business clearly and confidently. We’ll talk through how business history, financial statements, and projections factor into lending decisions, and how to avoid common missteps that can slow or derail the process.

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

Business Mastery Series: Module 5
2026-03-03 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session introduces retirement and healthcare options for business owners and employees. You’ll learn how benefits fit into your business strategy and how to choose options that support long-term sustainability.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
Register Now

Business Mastery Series: Module 6
2026-03-10 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session focuses on preparing your business for financing. You’ll learn what lenders look for, how to build strong banking relationships, and how to position your business for future access to capital.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
Register Now

Understanding the Homebuying Process
2026-03-11 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

Business Mastery Series: Module 7
2026-03-17 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session helps you define your marketing goals and reach the right audience. You’ll learn how to build a marketing strategy that aligns with your budget and supports consistent business growth.
About the Business Mastery Series
Take your business to the next level with Pathway’s 8-Week Business Mastery Series, beginning Tuesday, February 3. This interactive program is designed for both emerging entrepreneurs and established small business owners who want practical tools, expert insights, and the confidence to grow their business with intention.
Across eight focused sessions, you’ll build the essential skills every business needs, from planning and finances to marketing, hiring, and securing capital. Each week adds a new piece to your business foundation, giving you the clarity and structure to strengthen your operations, make informed decisions, and pursue long-term success.
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