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UID:6372-1778695200-1778700600@pathwayeducation.org
SUMMARY:Planificación patrimonial
DESCRIPTION: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. \nRevisaremos 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. \n\nConsulta GRATUITA de 1 hora con un abogado y documento de Poder Notarial\n¡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. \n\nFormato híbrido\nEste 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. \nRegístrate ahora
URL:https://pathwayeducation.org/event/planificacion-patrimonial/
LOCATION:Pathway Financial Education\, 1520 East 18th Street\, Kansas City\, MO\, 64108\, United States
CATEGORIES:Adult
ATTACH;FMTTYPE=image/webp:https://pathwayeducation.org/wp-content/uploads/2025/12/Estate-Planning-Spanish.webp
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DTSTART;VALUE=DATE:20260525
DTEND;VALUE=DATE:20260526
DTSTAMP:20260420T065249
CREATED:20251218T161017Z
LAST-MODIFIED:20251218T161017Z
UID:7072-1779667200-1779753599@pathwayeducation.org
SUMMARY:Office Closed for Memorial Day
DESCRIPTION: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.
URL:https://pathwayeducation.org/event/office-closed-for-memorial-day/
CATEGORIES:Office & Operations
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DTSTART;TZID=America/Chicago:20260527T180000
DTEND;TZID=America/Chicago:20260527T193000
DTSTAMP:20260420T065249
CREATED:20251215T211357Z
LAST-MODIFIED:20251215T211357Z
UID:6795-1779904800-1779910200@pathwayeducation.org
SUMMARY:Accessing Capital for Your Small Business
DESCRIPTION: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. \nYou’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. \nThis 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. \n\nHybrid Format\nThis 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. \nRegister Now
URL:https://pathwayeducation.org/event/accessing-capital-for-your-small-business-2/
LOCATION:Pathway Financial Education\, 1520 East 18th Street\, Kansas City\, MO\, 64108\, United States
CATEGORIES:Small Business
ATTACH;FMTTYPE=image/webp:https://pathwayeducation.org/wp-content/uploads/2025/12/Module-6-Access-to-Capital.webp
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