Adult Financial Education Services – Testimonials2026-02-04T16:28:22-05:00

Student Testimonials

December 2025

a must for our finances today

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

– M. O’Neil, Indiana

The testimonials presented reflect the individual experiences of past participants and do not guarantee future success or specific financial outcomes. These statements are uncompensated and may not be representative of the typical student experience. As AFES is an educational program, these testimonials should not be viewed as legal, tax, or investment advice. Participants are encouraged to consult with their own professional advisors before making financial decisions.

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)
Learn.  Live.  Succeed.

The source(s) used to prepare this material is/are believed to be true, accurate and reliable, but is/are not guaranteed. 

Investment involves risk, including the possible loss of principal. Past performance is no guarantee of future results.These courses are educational in nature and do not evaluate the suitability of any investment for your specific financial situation, objectives, or risk tolerance.This course is for educational purposes only and does not provide legal, tax, or specific investment advice. Information provided regarding Social Security, inflation, and tax liabilities is for educational purposes only and is intended to illustrate general concepts. AFES and its instructors do not provide tax, legal, or accounting advice. Because tax laws are complex and subject to change, the impact of Social Security benefits on your specific tax situation will depend on your individual income levels and filing status. We strongly recommend that you consult with a qualified tax professional or CPA before making any decisions based on this information. This presentation is not endorsed or approved by any other Government Agency.

The testimonials presented reflect the individual experiences of past participants and do not guarantee future success or specific financial outcomes. These statements are uncompensated and may not be representative of the typical student experience. As AFES is an educational program, these testimonials should not be viewed as legal, tax, or investment advice. Participants are encouraged to consult with their own professional advisors before making financial decisions.

SWG 5117902-0126

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