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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.

Who We Are

AFES is dedicated to supporting the goals of the directive of the Dodd-Frank Act, which is to help improve the financial literacy of American adults.

Our Featured Course

Maximizing Social Security is a course that provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.

Register Today

Interested in registering? Choose a course using the provided course code, searching by location, or selecting courses by your preferred attendance date.

Meet Your Instructors

Browse our directory of over 500 licensed insurance and financial professionals, such as financial advisors and insurance agents.

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.

Frequently Asked Questions

These frequently asked questions are designed to help give comprehensive guidance that helps you feel confident in understanding your options and choosing an educational course.

By the end of our courses, we aim to help students discover that there’s rarely a single “right” or “wrong” approach. Instead, it’s about understanding what strategies might work for your financial situation, choosing investments that align with their goals, and finding the right balance for how much to allocate.

No. All of our courses are strictly educational. Selling of products is strictly forbidden in AFES courses.

Each of our instructors is listed on the AFES website with a photo and bio. Click HERE to find out more.

No. Currently our classes are taught in a classroom setting.

Yes. Your registration allows for up to two people to attend. One workbook is also included.

Yes. Additional workbooks are available for an additional fee (cost varies by class).

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.

“Even my 25 year old daughter would benefit so they could compare what they are doing.”

- J. Russell, Indiana

“Opened my eyes to prospects after retirement. I think that this class is a must for our finances today.”

- M. O'Neil, Indiana

“Very detailed, material is easy to read and understand.”

- D. Hawkins, Indiana

“This course helped me gain a fresh perspective on my finances.”

- B. Blaine, Illinois

“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.”

- K. Mulvaney, Indiana

“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!”

- M. Lathan, Illinois

“Gave me much to think about!”

- D. Kern, Arkansas

“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.”

- K. Kirkman, Indiana

“I was at a loss as to how I should proceed after retirement. I am getting the help I need.”

- B. Nedd, Brooklyn NY

“Truthfully, I wasn’t sure what to expect, but I’m very glad we came!”

- W. Melssen, Illinois

“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.”

- P. Bell, Brooklyn, NY

“Very informative. Explained things well. Gave more options for investing that we didn’t know about.”

- S. Hesler, Indiana