Adult Financial Education Services
We are committed to raising adults’ financial literacy to help them make informed financial decisions and to better understand investment advice from others.
Our AFES Retirement Planning courses cover all the fundamental topics to help you plan for your retirement. In each of our courses, we examine and discuss various investment types, highlighting the strengths and weaknesses of your options. Since circumstances vary from person to person, one size does not fit everyone’s investment needs.
Our Courses Are Presented by First Class Instructors
Our courses are led by instructors who are actively involved in today’s financial services industry and are trained to teach with clarity, objectivity, and real-world insight. Their goal is to help students feel more confident and informed about investments and financial planning strategies.
Our instructors don’t promote shortcuts or “secret” paths to wealth. Instead, they focus on a steady, thoughtful approach that emphasizes predictability, stability, and accessibility—ensuring your financial decisions support both your current needs and your future plans.
Why Attend One Of Our Courses?
Our courses are designed to give you real, unbiased financial knowledge—taught by professionals who actually work in the industry so you can make confident, well-informed decisions about your money. But don’t take our word for it, just read a few testimonials from some of our own students.
“A real eye-opener. It gave me some options I didn’t previously know about and made the topic something I can now much better deal with!”
“Truthfully, I wasn’t sure what to expect, but I’m very glad we came!”
“Even my 25 year old daughter would benefit so they could compare what they are doing.”
“I came into this class knowing absolutely nothing about investing. I have a 401k I need to do something with upon leaving my job. I’m still very green about all of this, but I do feel I’ve learned a lot.”
“Very informative. Explained things well. Gave more options for investing that we didn’t know about.”
“This course helped me gain a fresh perspective on my finances.”
“Very detailed, material is easy to read and understand.”
“Opened my eyes to prospects after retirement. I think that this class is a must for our finances today.”
“I was at a loss as to how I should proceed after retirement. I am getting the help I need.”
“Gave me a direction to review. Have been unhappy with previous advisors that don’t listen to my needs. Need to feel I am working toward a retirement goal. Have already recommended this class to friends.”
“Gave me much to think about!”
“I wanted a general explanation of tools and strategies used in successful retirement planning. I have a better idea of how to apply these tools/strategies to my own planning.”
