FINANCIAL EDUCATION COURSES

I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. We offer college courses and workshops to further the financial education of our clients, so they will have the knowl­edge and confidence to make financial decisions suited to their goals and objectives.

Retirees and working adults are increasingly responsible for making and understanding sophisticated financial decisions involving investments, diversification, retirement and money management. Many lack the basic knowledge to assume these responsibilities, placing their financial well-being and retirement lifestyle in jeopardy.

We work with Adult Financial Education Services, a not-for-profit organization that is committed to raising the financial literacy of adults to make suitable financial decisions and understand investment advice received from others.
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.
727-477-8222
2706 Alt 19 N Suite #202 Palm harbor Fl 34683
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