Staff Education

Request a Staff Financial Workshop

Bring practical, plain-language financial teaching to your whole team, in person or online. Tell us a little about your group and we'll confirm fit, scope, and dates. No cost to ask, and no obligation.

Thank you. We've got it.

Your workshop request is in. We'll follow up personally to confirm fit, scope, and dates, with a written proposal before anything is booked. Keep an eye on your inbox.

Tell us about your team

A few details help us scope the right session. Anything you're not sure of, just leave blank.

Your name *

Your role

Email *

Phone

Church or organization name *

Location (city, state)

In person or virtual?

Approximate number attending

Ideal timeframe

What you'd like the workshop to cover, any preferred dates, and questions

No cost to inquire. We'll follow up personally with fit, scope, and a written proposal before anything is booked. The Staff Financial Workshop is general financial education, not personalized advice.

The Staff Financial Workshop is general financial education delivered to groups, not personalized investment, tax, or legal advice, and it creates no advisory relationship. Legacy Path Advisors is a Registered Investment Adviser registered in the State of Tennessee. Registration does not imply a certain level of skill or training. We do not sell products or earn commissions. The information provided is general education, and individual situations vary; we coordinate with your qualified tax and legal professionals when appropriate. Our Form ADV and Form CRS are available on request.