Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Centennial, CO #4745!

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!

Robert “Bob” Smith is a nationally recognized Financial Educator, Author, Speaker and Wealth Advisor that you may have seen in Yahoo Finance, Wall Street Journal’s Market Watch, Morningstar, FOX and many network affiliates.

Bob is the Co-Author of Retire on Your Terms. Bob has also been interviewed by the original “Shark” from the hit show Shark Tank, Kevin Harrington.

As the Founder and President of RCS Wealth Management, he and his team help successful professionals, business owners, widows and other retirees craft a custom, comprehensive retirement plan that ensures long-term security, tax-efficiency, and legacy fulfillment. Bob is known for his client-first philosophy and his ability to simplify complex financial matters with clarity and conviction.

A veteran of the financial services industry, Bob has dedicated his career to helping people enhance their financial freedom. He draws on over 30 years of experience at leading institutional firms, including Merrill Lynch, Wedbush Morgan, and Wachovia. Having worked across the industry, Bob established the firm to provide clients with a more personalized planning experience.

While he thrives in a number of financial disciplines, Bob specializes in building secure income strategies that satisfy the short and long-term needs of his clients. In addition, he helps retirees preserve, protect and pass on people’s wealth as tax-efficiently as possible. As an independent advisor, he is committed to providing truly objective solutions tailored to his clients’ unique situations.

From plan design to implementation, Bob keeps clients involved in every aspect of the process. As a financial advisor and fiduciary, he ensures his clients understand the strategies in place and how they help achieve their goals. In addition to his Series 65 securities registration, Bob also holds his life insurance license.

Actively involved in his community, Bob dedicates his free time to coaching football. He has coached at both the youth and high school levels for nearly 25 years, using it as an opportunity to help teach and educate the young men of this generation. An avid outdoorsman, Bob also enjoys hunting, fishing, boating, hiking, and four-wheel driving.