Educational Courses

Our Mission

We provide high quality financial education to help students understand their finances, and make better financial decisions for their retirement.

The Dodd-Frank act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts, and strongly suggested financial literacy education for adults.

The Educational Courses we offer were developed specifically to educate students about financial terms, concepts, and strategies in a classroom setting giving them tools they need to make smart decisions about their financial future. Each of the courses are presented in an easy-to-understand format and cover all the bases to help you plan for your retirement. We teach courses all through the year, so be sure to check the Upcoming Events page often for our current schedule.


The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.



The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.

The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.



A Successfull retirement plan provides the ability to maintain your lifestyle for the duration of your life.

The Truth About Annuities workshop is designed to help you attract a highly targeted audience of motivated annuity buyers. Giving you a multi-marketing platform for communicating how fixed index annuities (FIAs) are the hallmark of a successful retirement plan by helping provide retirees with safety of principal and income for life.



How women can create a guaranteed income for life Created in partnership with Holly Buchanan, an acclaimed author, speaker, and consultant specializing in empowering women to make sound financial decisions.

This course addresses the unique challenges and concerns women face in retirement. Women everywhere are asking:

  • “How can I make sure I don’t run out of money?”
  • “How can I maintain my lifestyle after retirement?”
  • “What happens if the market crashes?”


Your local Instructor is an active participant in the financial services industry and has been taught the proper objectivity necessary to raise students’ overall financial literacy about investments and planning strategies. Instructors approved by AFES are dedicated to following the directive of the Dodd-Frank Act which is; to improve the financial literacy of adult Americans.

Adrian Scott

I was born and spent the first thirty years of my life in the beautiful state of Ohio. The privilege was mine to be born to two great parents. I am the middle child of a total of (8) kids, the son of a Pastor who taught me such things as love for God, love for people, and service to others. To put it briefly, I wouldn’t trade my upbringing with anyone.

In 1985 I met the love of my life, Cynthia. To my tremendous loss, Cynthia passed away in March 2023 and she changed my life in many beautiful ways. We were married for thirty-eight years, two months, and one day, and I can honestly say she set the standard for being a loving and supportive spouse, mother, and grandmother. I have one adult daughter and son who have given me a total of six grandchildren.

Cynthia and I began being International Foster Parents ten years ago, and I continue to this day with two great teenagers who are a wonderful part of the household.

As for my professional career, I began as a company sales agent in the life insurance industry many years ago. Since then, I have served as a multi-state sales manager for an international financial services organization, and as owner of a property and casualty insurance agency. In recent years I have expanded as an independent agent/broker, licensed in 45 states, and I specialize in Retirement Annuities and Life Insurance specialists.

What I am proud of most is the integrity, care, and diligence I take in helping those who desire my services. My clients and their financial well-being always come first.

Honesty and integrity are the hallmarks of Financial Integrity Services, and I look forward to the honor of being of service to you and your family and friends!