Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Boca Raton, FL #4548!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

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

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ 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 ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

As a Certified Financial Fiduciary, Marnie has retained loyal clients by building a reputation of integrity, knowledge, and accountability.  She began her career as an independent  representative for Smith Barney Citigroup in 1998.  In 2003, she relocated to Boca Raton, FL and accepted a position as Insurance Principal for American Securities Group, Inc.  She spearheaded agency projects, acquired extensive knowledge implementing and directing compliance for a registered investment advisor's fund of funds.  Ms. McGrath is proficient with asset allocation, client evaluation, and investment analysis.  She has proven success leading business development efforts, expanding customer base, and implementing a culture of compliance and increasing revenue potential.  Marnie is the owner and manager of American Insurance Services Group, LLC & her registered investment advisory firm, Marnie McGrath, LLC.  She currently holds a series 65 securities license and is also Life, Health, and Annuities licensed.