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Pathway Financial Services, LLC

Make Better Financial Decisions

Workshops

Need a speaker for your monthly meeting? Need to provide education to your employees to satisfy ERISA requirements? Pathway Financial Services, LLC can provide entertaining and educational workshops on a variety of topics to fulfill your needs, including:

  

  • What is Financial Planning?
  • Basic Investing
  • Retirement Planning
  • Social Security and Medicare
  • Educational Planning and Gifting/Charitable Gifting

If you don’t see a topic that fits your needs—let us know and we can customize a workshop especially for you!

All materials are included and attendees will receive handouts and worksheets to continue the educational process at home. Additionally, each attendee will receive a 30-minute, one-on-one phone consultation with the speaker so they have an opportunity to ask questions that pertain to their unique situation.

Call us now for more information and to schedule your workshop today!

 
 

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