Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Falls Church, VA #4820!
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:
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!
James Steele Biography
Talk about eclectic, James has been having way too much fun in life. First, with degrees in music, he came to Washington to play in The United States Army Band, MDW. Then he built a distribution business. After that, he joined the Washington Saxophone Quartet, now heard daily on NPR, All Things Considered. He was a project accountant for a multifamily builder, learned spreadsheets, accounting software, and then entered the MBA program at Virginia Tech.
After that he served five years in a CPA firm, losing his fear of the IRS in fact. Then he launched a remodeling design business, serving dozens and dozens of families in expanding their homes. In search of a marketing system, he stumbled onto a program that protected his assets from tax and market risk. This led to training to help others in planning their finances and retirement. Eight years ago he sat for his Series 65 license so he could offer a balanced approach to helping manage his clients’ funds. He loves the planning function and the prospect of nailing down guaranteed income streams that last for as long as they live.
He and his wife live in Falls Church and they have seven grown children and ten grandchildren.
Areas of Expertises
Tax favored strategies
Life and Annuities
MBA from Virginia Tech
Masters in Music from The Catholic University of America
Bachelors in Music Education from the University of Minnesota