Financial Education Resources

Here you can access Pathway Financial Education’s full range of financial education and training resources

Webinar – End of Life Planning with Mercedes Givens CFP®

Hosted by private wealth manager, Mercedes Givens CFP®, this webinar will teach you why end of life planning is important, what you need to get started, and how you can create a successful financial plan that secures your future and the future of those you love.

Webinar – Escaping Student Loans with Jason Anderson CFP®, CPA

This free webinar was hosted by Pathway Financial Education and presented by Jason Anderson, CFP®, CPA, Owner of Gradmetrics. With the goal of providing YOU with what you need to achieve financial freedom, this webinar will cover the basics of understanding your student loans, the different strategies to use to escape them, and what loan forgiveness could mean for you.

To make the most of the webinar, we recommend that you take some time to investigate the basics of your student loans before beginning the video, including the interest rate, the principle, the monthly payments, and the current length of your payment plan.