Workshops

Empowering Individuals Through Education

About AFE > Workshops

The Association of Financial Educators offers a variety of free workshops.

Our workshops are designed to help all individuals including those living paycheck to paycheck all the way up to those that just need more advanced information on investment strategies and identifying market trends.

Our workshops are designed to last anywhere from 30-45 minutes. We do this so that most employees can attend during their lunch time and the impact to their work is mitigated.

Please use our secure contact form to ask questions, or to schedule your workshop today!

Financial Tools

  • Budgeting
  • Money Services, Cards, Accounts, and Loans: Finding What Works for You
  • Tracking and Managing Income and Benefits
  • Understanding Credit Reports and Scores

Building Your Financial Foundation

  • Dealing With Debt
  • Financial Blunders and Protection
  • Financial Literacy
  • Getting Through the Month
  • Paying Bills and Other Expenses
  • Saving for Emergencies, Bills, and Goals
  • Setting Goals and Planning for Large Purchases
  • Take Control of Your Auto Loan

Financial Planning – Beginner

  • Financial Planning Basics
  • Investing Basics – Part 1
  • Protecting Your Money
  • Retirement Basics
  • Retirement Income Planning

Financial Planning – Intermediate

  • 401(k) Plans – IRA’s – Pension’s
  • An Introduction to Annuities
  • Estate Planning Basics
  • First Time Home Buying
  • Investing Basics – Part 2
  • IRA Mistakes
  • Social Security
  • Understanding IRA’s
  • Your Employment – Sponsored Retirement Plan

Financial Planning – Advanced

  • Advanced Estate Planning
  • Roth IRA Conversions
  • Variable Annuities
  • Wills, Trusts, and Power of Attorneys

Specialized Planning

  • Business Continuation Planning
  • Planning for Long-Term Care
  • Retirement Savings Challenges for Woman
  • Special Needs Planning
  • Women and Money