About Us

Dedicated Educators

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 Our instructors are passionate about the subjects they teach and bring this enthusiasm into their classes. All our presenters are Series 65-licensed fiduciaries and experienced financial professionals. 

First-Rate Curriculum

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All of our courses are based on recent academic research from respected academic institutions, third party research and professional organizations.  We offer a variety of high-quality courses designed to cut through and unravel the difficult retirement decisions you will face while alerting you to the unexpected challenges of retirement income planning. 

Commitment to Excellence

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The American Society of Fiduciary Education is committed to providing  Americans with the critical  financial  information they need. The Society is also dedicated to enriching the lives of the people they teach.


Classes

401(k)s & IRAs: Achieving Maximum Investment Performance

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Planning for Retirement Under the New Tax Changes

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Protecting Your Investments from Market Volatility

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Managing Your TSP: Maximizing Investments & Tax Efficiency

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Retirement Planning for Women: What You Need to Know

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Social Security: Lower Your Taxes & Maximize Your Income

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Contact Us

The American Society of Fiduciary Education



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