AFE West

Association of Financial Educators (AFE) is a nationwide 501(c)(3) nonprofit educational bureau that works with the federal government to offer free financial wellness programs to organizations & businesses across the country.Traditional 401(k) plan meetings simply don't do enough!
Adding our free programs have been proven to improve job satisfaction, reduce turnover, increase productivity, and lessen financial stress for your employees or members.

See our workshops

Set up a workshop

If our mission aligns with your organization's goals, we invite you to connect.Complete the form below, and our team will reach out to discuss how we can best enrich your organization through our free, comprehensive workshops.

Our Workshops

AFE offers a variety of free workshops that cover a comprehensive range of financial topics. We're also happy to customize quarterly or monthly ongoing financial education programs specifically for your company or organization.Our workshops are designed to last anywhere from 30-45 minutes, so that employees can attend during their lunch break, with little impact to their work.Our educators are local financial experts who have a passion for education and empowering individuals to take control of their own financial well-being. Each educator is bound by an ethical Code of Conduct that demands transparency, accountability, and integrity.There's never any catch, cost, or obligation!

Our Most Popular Workshops

Building Your Financial Foundation

- Budgeting
- Dealing With Debt
- Financial Literacy
- Setting Goals and Planning for Large Purchases
- Understanding Credit Reports & Scores
- Financial Blunders & Protection
- Saving for Emergencies, Bills, & Goals

Financial Planning

- Financial Planning Basics
- First Time Home Buying
- 401(k) Plans - IRA's - Pensions
- Retirement Planning Basics
- Retirement Income Planning
- Social Security
- Estate Planning Basics

Understanding Investments

- Key Investing Concepts
- How Stock Markets Work
- Bonds and Fixed Income Products
- Mutual Funds & ETFs
- Introduction to Annuities
- Managing Investment Risk
- Roth IRA Basics

Specialized Planning

- Planning for Long-Term Care
- 529 Plans & Education Planning
- Retirement Savings Challenges for Women
- Special Needs Planning
- Women & Money
- Health Savings Accounts
- Protecting Against Frauds & Schemes

Interested in a workshop?

Workshop Registration

Register for your company's free workshop below

Boeing: Beginner Investing

Boeing: Register Here!

Kaiser Permanente: Preparing for Retirement

Company B: Register Here!

Don't see your company?

At AFE West, we strive to enrich as many people with the financial knowledge they need to succeed. If you believe your organization would benefit from our free, educational workshops, please have a representative fill out our contact form below:

Register:

Frequently Asked Questions

Is there any cost?

None at all! All workshops provided are completely free of charge to your organization and its members!

Are you selling anything?

Promotion of products or services during our workshops is strictly prohibited. All workshops are purely educational.

Who teaches the workshops?

AFE West partners with financial professionals and educators who volunteer their time to teach. All of our presenters are vetted for both professionalism and proficiency in their financial knowledge.

Where are the workshops conducted?

Workshops are typically hosted on-site in an suitable space at your company or organization, like a conference or break room. Our members may also conduct workshops virtually, if so desired.

Can we review the workshop material?

Yes! We will happily provide any materials that can help you decide if AFE West's workshops are best fit to serve your organization. Please feel free to utilize the contact information provided on our site to place your request.

I have more questions.

We'd be happy to answer any additional questions you have. Please utilize the contact information on our site to reach out with any inquiries.