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Financial Education Institute (FEI)

The Financial Education Institute is a non-profit organization dedicated to providing free educational resources to the public. FEI has partnered with Concord Wealth Management to deliver seminars to area companies, organizations and nonprofit groups promoting financial literacy. FEI pulls from a robust and varied speakers’ bureau to coordinate financial betterment seminars which focus on delivering actionable recommendations enabling individuals to prioritize and take charge of their finances.

FEI’s aim is to give back to the community through financial education, volunteerism, and scholarships.

Examples of some of FEI’s most popular financial education seminar topics include:

  • Estate Planning
  • Finances for Women
  • Financial Drawbacks
  • Financial Transitions
  • Fiscal Fitness
  • Improving Your Credit
  • Improving Health & Wellness
  • IRA & 401k Rollovers
  • Key Investment Issues
  • Leaving IRA’s behind/stretch IRA
  • Macro Economic Planning
  • Modern Parenting Issues
  • Mortgage & Real Estate Opportunities
  • Retirement Planning
  • Retirement Planning for Women
  • Social Security
  • Strategic Allocation
  • Taxes and the IRS 

We welcome the opportunity to bring FEI’s programs to your organization or host them onsite at our offices. Please contact Concord Wealth Management via the form below to request more information about FEI seminars.