Retire Prep

retirePREP was created as a financial education resource where you may ask questions of a financial professional. All financial professionals who volunteer for retireprep are held to a fiduciary standard in their specialized field.  This means that all of our professionals who volunteer their time MUST advise their clients on what is in their best interest and place their interests in front of their own.  Professionals that volunteer for include Chartered Financial Analysts (CFA®), Certified Financial Planner™ Practitioners (CFP®), lawyers, Certified Public Accountants (CPA), and other professionals.  Our goal is to help you make the very best decisions for yourself through education and professional guidance.   Preparation is the key to success, anyone from age 20 to age 80 could benefit from using this free resource.  Connect with a professional today!


To attend a live class click on the AFES (Adult Financial Education Services) link below to be routed to a class near you.  AFES is a not-for profit education organization.  To ask a question of a professional simply fill in your information and we will route that question to the volunteer best suited to help you.  Keep in mind that our volunteers have little to no information about you personally, other than what you provide, so their answers may be more general at first.  For more in depth or specific questions a follow up conversation may be needed to obtain more information to better answer your question.  Our volunteers are not permitted to charge you a fee, nor sell you any products, without your consent to work with them outside of

Learn more about your financial future

Take a course taught by us at AFES.

Take a course at AFES

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