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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Videos
Get Started
Client Access
Events
Pathfinder Events and Educational Opportunities
2026 Market Outlook
February 18, 2026
In this recorded presentation, Pathfinder Associate Wealth Advisor, Alex Greer, explores the key economic and market trends from the second...
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2025 One Big Beautiful Bill
September 30, 2025
Pathfinder's One Big Beautiful Bill presentation explores the potential implications of the legislation on financial planning and...
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2025 Mid-Year Outlook
August 1, 2025
Pathfinder's 2025 Mid-Year Outlook reviews key market developments from the first half of 2025 and explores their potential impact on the...
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2025 Taxes and Politics Presentation
April 20, 2025
Join us for an update on how our 2025 political landscape can shape tax policies, the economy and the markets going...
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2025 Market Outlook
February 10, 2025
Join us for our 2025 Market Outlook presented by Wealth Advisor and Partner, Chris Walsh as we explore market trends from the second half...
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Pathfinder Wealth Consulting’s 2023 Mid-Year Outlook
June 27, 2023
Are we there yet? Pathfinder’s 2023 Mid-Year Outlook presentation focused on the buzz around "landing" the U.S. Economy. During this...
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Pathfinder Wealth Consulting’s Taxes & Politics Event
May 1, 2023
Following tax season, Pathfinder Wealth Consulting presented pertinent information on the legislative and political climate, and strategies...
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Pathfinder Wealth Consulting’s Advanced Fraud Awareness Seminar
March 8, 2023
Did you know that fraud cases have increased by 90% since the beginning of the pandemic? Sophisticated scammers continue to find success by...
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