Education Corner
Helping you move forward with purpose.
A library you can use any time. Where Insights covers what is timely, the Education Corner holds the evergreen guides, answers, and explainers worth coming back to.
BROWSE BY FORMAT
Resources organized the way you actually use them.
Pick a format that fits your question and the time you have.
Guides and Checklists
Downloadable resources, starting with the Mid-Year Review checklist.
Videos and Podcasts
Recorded events, explainer videos, and podcast episodes added after each live date.
FAQs and Glossary
Frequently asked questions and a plain-language glossary of common terms.
Explainers
Short videos and a getting-started series for new and prospective clients.
START HERE
Downloadable guides to keep your plan on track.
These checklists are a practical place to begin. Request one and we will send it your way.
Mid-Year Financial Review Checklist
A quick checklist to keep your plan on track halfway through the year.
Estate Document Checklist: The Four That Do the Work
The four estate documents that actually protect what you have built.
Beneficiary Review Checklist
A simple guide to making sure the right people are named on the right accounts.
WATCH AND LISTEN
Learn on your own schedule.
Recorded events, explainer videos, and podcast episodes you can return to whenever you need them.
Video coming soon
Video coming soon
Video coming soon
COMMUNITY INVOLVEMENT
Showing up for our community.
We learn from the professionals and organizations around us so we can bring better perspective to your plan.
Collaborative Divorce Financial Planning Association
Texas Tech PFP Alumni Advisory Board
CFA Institute
Let's start with a conversation.
Tell us what is on your mind. We will listen, answer what we can, and help you decide whether Lifeway is the right fit.