Greetings to our current and prospective Chapter Members and welcome to one of the American Financial Education Alliance (AFEA) Northwest Arkansas Chapter’s website! It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501(c)(3), non-profit organization, our mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, colleges, junior colleges  ♦  Businesses  ♦  Faith based groups  ♦  Non-profit and fundraising organizations

Class offerings include:

A Guide to 401k Rollovers  ♦  The ABCD’s of Medicare  ♦  Advanced Estate Planning  ♦  An Introduction to Annuities  ♦  College Planning  ♦  The Essentials of Estate Planning  ♦  Estate Planning Basics  ♦  Financial Planning Basics  ♦  Investing for Women  ♦  Investing Today  ♦  Investment Basics  ♦  IRAs, Annuities, and Other Sources of Retirement Income  ♦  Living a Tax Free Retirement  ♦  Long Term Care  ♦  Most Common Financial Mistakes  ♦  Myths and Facts About Annuities  ♦  Retirement Basics  ♦  Retirement Income Planning  ♦  Roth IRA Conversions  ♦  Safe Money Principles of Retirement Planning  ♦  Social Security Benefit Options  ♦  Special Needs Planning  ♦  Understanding Your IRA  ♦  Understanding Your Roth IRA  ♦  Variable Annuities  ♦  Women and Money

We will be holding classes and conducting educational events throughout the area and invite you participate and become an active member.

Thank you for visiting our Chapter website and we look forward to seeing you at a class soon!

David A. Lee is founder and CEO of Mach 1 Financial.  After serving nearly a decade in the U.S. Air Force as an F-16 Fighter Pilot, David entered the business world seeking a more stable lifestyle for his wife and young children.

Since 2005, David has worked diligently to help protect the retirement assets of hundreds of retirees in Northwest Arkansas, the River Valley, Northeast Oklahoma and Southwest Missouri.   By focusing his practice on investment strategies that incorporate risk mitigation and laddered retirement income structures he skillfully piloted his clients through the 2008 financial crisis.  He holds a Series 65 license (Fiduciary) as well as a life insurance license**, is a member of the American Financial Education Alliance (AFEA) and is a Registered Financial Consultant (RFC).  David was featured in the December 2012 issue of Newsweek as “financial trendsetter” and was a contributor to “Victory: The World’s leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy,” a book featured on the “Amazon Best Seller’s” list.

David and his wife, Jennie, have two children, Faith and Connor.  They reside in Springdale, Arkansas where he enjoys church and charitable related activities, spending time with family, flying, fly fishing, basketball, college football and travelling.