About AFE > Workshops

The Association of Financial Educators offers a variety of free workshops that cover a comprehensive range of financial topics.

Our workshops are designed to help individuals at every stage of their financial lives, from those living paycheck to paycheck and dealing with debt to their colleagues seeking more advanced information on topics such as investment strategies, identifying market trends and estate planning.

Our workshops are designed to last anywhere from 30-45 minutes, so that employees can attend during their lunch break and the impact to their work is mitigated.

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

Topics our workshops cover include but are not limited to:

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