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Meet Our 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.

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)

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.

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

- M. O'Neil, Indiana

“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

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

- D. Hawkins, 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

“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

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

- B. Blaine, Illinois

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

- S. Hesler, Indiana

“Gave me much to think about!”

- D. Kern, Arkansas

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

- J. Russell, 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

“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

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

- W. Melssen, Illinois