Pathway Financial Education

Business Mastery Series: Module 8
2026-03-24 18:00 - 19:30 (America/Chicago) | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Part of our Business Mastery Series, this session focuses on building a repeatable sales process. You’ll learn how to generate leads, strengthen client relationships, and create a sales pipeline that drives sustainable revenue.
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

Financial Projections for Small Businesses
2026-03-25 18:00 - 19:30, 2026-06-24 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

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

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

Building Business Credit
2026-04-22 18:00 - 19:30, 2026-07-22 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

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

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

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

Office Closed for Memorial Day
2026-05-25
The Pathway office will be closed on Monday, May 25, in observance of Memorial Day as we honor those who gave their lives in service to our country.

Accessing Capital for Your Small Business
2026-05-27 18:00 - 19:30, 2026-08-26 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

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

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

Office Closed for Juneteenth
2026-06-19
The Pathway office will be closed on Friday, June 19, in observance of Juneteenth as we honor freedom, resilience, and the ongoing pursuit of justice.

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

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

Office Closed for Independence Day (Observed)
2026-07-03
The Pathway office will be closed on Friday, July 3, in observance of Independence Day as we reflect on freedom and the responsibility to build opportunity for all.

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

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

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

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

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

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

Business Mastery Series for Veterans & Their Families: Module 1
2026-08-04 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Business Mastery Series for Veterans & Their Families: Module 2
2026-08-11 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

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

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

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

Business Mastery Series for Veterans & Their Families: Module 3
2026-08-18 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Business Mastery Series for Veterans & Their Families: Module 4
2026-08-25 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Business Mastery Series for Veterans & Their Families: Module 5
2026-09-01 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Office Closed for Labor Day
2026-09-07
The Pathway office will be closed on Monday, September 7, in observance of Labor Day as we recognize and appreciate the work of individuals and families in our communities.

Business Mastery Series for Veterans & Their Families: Module 6
2026-09-08 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Business Mastery Series for Veterans & Their Families: Module 7
2026-09-15 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Offered to veterans and their families in partnership with Wounded Warrior Family Support, 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 in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Business Mastery Series for Veterans & Their Families: Module 8
2026-09-22 18:00 - 19:30
Offered to veterans and their families in partnership with Wounded Warrior Family Support, this session focuses on building a repeatable sales process. You’ll learn how to generate leads, strengthen client relationships, and create a sales pipeline that drives sustainable revenue.
About the Business Mastery Series in Partnership with WWFS
Take your business to the next level with Pathway’s 8-Week Business Mastery Series for Veterans & Families, offered in partnership with Wounded Warriors Family Support. This interactive program is designed specifically for veterans and their family members who are pursuing entrepreneurship or growing a small business and want practical tools, expert insights, and the confidence to move forward with intention.
Across eight focused sessions, participants will 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, providing clarity and structure to strengthen operations, make informed decisions, and support long-term financial stability.
Register Now

Small Business Taxes: What Every Owner Should Know
2026-09-23 18:00 - 19:30, 2026-10-28 18:00 - 19:30 | Pathway Financial Education, 1520 East 18th Street, Kansas City, MO, 64108, United States
Running a business comes with a lot of responsibilities, and taxes are one of the most important (and often most confusing) parts. This workshop is designed to help business owners understand their tax obligations, stay organized throughout the year, and make informed decisions that protect both their business and their peace of mind.
You’ll learn how different business structures affect taxes and reporting, how to keep accurate records of income and expenses, and what deductions and credits may apply to your business. We’ll also cover common tax deadlines, estimated taxes, and how to avoid mistakes that can lead to penalties or missed savings.
This session will also walk through the differences between employees and independent contractors, what classifications mean for your business, and how to approach tax planning in a way that supports long-term sustainability. Rather than focusing on complicated tax codes, we’ll focus on practical steps and clear explanations you can actually use.

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

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

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