Understanding the nuances of personal finance is more than a necessity—it’s a pathway to achieving one’s dreams and securing financial stability. At Pathway Financial Education, we recognize the crucial role that financial literacy plays in empowering individuals and communities. This is why we’re dedicated to offering comprehensive financial education services in Kansas City, designed to meet you wherever you are on your financial journey.

With a suite of upcoming workshops tailored to address a wide range of topics—from budgeting and saving to investing and debt management—our goal is to demystify the complexities of financial management. Our commitment goes beyond the traditional classroom setting. We offer the flexibility of attending our workshops both online and in person. This hybrid approach ensures that you have access to quality financial education regardless of your schedule or location.

Upcoming Workshops Overview

We are excited to present a curated selection of workshops designed to cater to a wide array of financial learning needs. Each session is created to provide deep dives into specific areas of personal finance, offering unique insights from experts in the field. From understanding the nuances of smart spending and saving to navigating the complexities of tax laws for individuals and businesses, these one-time events are perfect for those looking to expand their knowledge on particular financial topics. 

Smart Spending and Saving with Ryan Adams

  • Date: February 6th
  • Time: 6:00 PM CST

Ryan Adams brings his wealth of accounting and financial planning knowledge to help you learn the art of smart spending and saving. This session is crucial for those eager to develop effective spending habits and strategies for saving more efficiently.

Tax Structure and Filing for Spanish-Speaking Individual Taxpayers

  • Date: February 7, 2024
  • Time: 6 P.M. CST

This session is specially designed for Spanish-speaking individuals looking to navigate the complexities of the tax system. Our experts will cover recent tax law updates, filing options, and efficient document preparation, ensuring you’re fully prepared for the tax season. It’s an essential workshop for Spanish-speaking taxpayers seeking guidance and clarity on their tax responsibilities.

Tax Strategy for Business Owner Taxpayers with Ray Moncrieffe

  • Date: February 13th
  • Time: 6:00 PM CST

Join Ray Moncrieffe, a CPA with over 20 years of experience, for an in-depth session on tax strategies tailored for business owners. This workshop will delve into recent tax law changes, filing options, and document preparation from a business perspective. Whether you’re a seasoned entrepreneur or new to business ownership, Ray’s insights will help you navigate the tax season confidently and efficiently.

Mastering Cash Flows with Mercedes Givens

  • Date: February 21st
  • Time: 6:00 PM CST

Mercedes Givens offers his expertise in budgeting and cash flow management, guiding you through the methods to manage your finances more effectively. This workshop is ideal for anyone looking to improve their financial health and stability.

Investing 101 with Chris Dunlap

  • Date: March 4th
  • Time: 6:00 PM CST

Chris Dunlap simplifies the complex world of investing, covering essential topics like stock market fundamentals and the role of technology in trading. This session is a must for anyone ready to dive into investing.

Generate Wealth in Real Estate with Damon Caldwell

  • Date: March 19th
  • Time: 6:00 PM CST

Learn from Damon Caldwell how to leverage real estate for wealth generation. This workshop demystifies real estate investing, offering strategies for generating income with minimal initial investment.

We also offer recurring workshops providing a continuous learning path for those committed to improving their financial literacy. Whether exploring the relationship between your values and financial decisions, mastering the art of budgeting and saving, learning to manage debt effectively, or demystifying the world of credit, these monthly sessions provide the foundation and support you need to build a healthier financial future. Join us every month to steadily enhance your understanding and skills in key areas of personal finance, empowering you to make informed decisions and achieve your financial goals.

Money Values & Influences

  • When: Every first Thursday of the month
  • Time: 12 P.M. CST and 6 P.M. CST

This workshop invites you to explore the intricate relationship between your personal values and financial decisions. Understanding this connection is vital for crafting a money management strategy that aligns with your goals and values. It’s perfect for anyone looking to refine their budgeting skills or gain insight into their spending habits.

Budgeting and Saving

  • When: Every second Thursday of the month
  • Time: 12 P.M. CST and 6 P.M. CST

Learn to master the foundational skills of budgeting and saving. This workshop provides practical advice on creating a spending plan, prioritizing expenses, and setting financial goals, empowering you to take control of your finances.

Managing Debt

  • When: Every third Thursday of the month
  • Time: 12 P.M. CST and 6 P.M. CST

Debt can be overwhelming, but with the right strategies, it’s manageable. This course dives into techniques for handling various types of debt, helping you pave the way to financial freedom.

Credit 101

  • When: Every fourth Thursday of the month
  • Time: 12 P.M. CST and 6 P.M. CST

Navigating the credit landscape can be daunting. Our Credit 101 series equips you with the knowledge to understand credit reports, scores, and the best practices for building or repairing credit.

Why Attend Our Workshops

Attending the financial education workshops offered by Pathway Financial Education is a transformative step toward financial empowerment. These workshops, available as both single events and recurring series, are designed to meet you at your current level of financial literacy, offering tailored learning experiences. You will gain from the expert guidance of financial professionals who bring real-world experience and actionable strategies. These interactive and engaging sessions encourage questions and discussions, fostering an environment of supportive learning and personal growth. The knowledge and skills acquired aim to have a lasting impact, building your confidence in financial decisions and contributing to your long-term financial well-being.

Joining a Pathway Financial Education workshop is an investment in your financial future. You can embark on a journey toward greater financial literacy and empowerment with a few simple steps. Please contact us if you have any questions about the registration process or need further assistance.

We look forward to welcoming you to our next workshop and helping you achieve your financial goals.