Adult Financial Education Services Blog

Tax-Efficient Strategies for Summer Adventures and Beyond

For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule. However, the transition from a steady paycheck to a...
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Frequently Asked Questions

These frequently asked questions are designed to give clear, straightforward guidance that helps you feel confident in understanding your options and choosing are educational course.

By the end of our courses, our goal is to make sure students discover that there’s rarely a single “right” or “wrong” approach. Instead, it’s about understanding what’s suitable for their unique situation—choosing investments that fit their goals and finding the right balance in 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

Your tuition payment covers the admission of two people. One workbook is also included.

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