Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Woodland Hills, CA #4826!

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!

Jack Gelnak is an experienced and talented advisor with a proficient and comprehensive understanding of investment concepts and tax and legal planning solutions. Born in Communist Russia, he immigrated to the US with his parents as a young boy. Drawing inspiration from his parents, Jack helps others as a Wealth Preservation Strategist to realize their American dream and to preserve and protect the financial realization of their efforts.

After 23 years as a practicing elite wealth manager, Jack has transitioned exclusively to managing wealth for a select group of highly successful clients, including retirees, business owners, and professionals. After UCLA, where he did his undergraduate studies, Jack went on to earn his law degree and currently holds the designation of AIF®, Accredited Investment Fiduciary. Jack finds joy and satisfaction in getting to know each of his clients personally and efficiently meeting their long term financial needs. Employing kindness, insight, compassion, and integrity, he uses his knowledge and experience, together with coherent, connected communication to identify solutions and explain complicated concepts to his clients in a way that makes sense and enables them to make truly informed decisions.

Jack’s goal is to develop deep, intimate relationships and empower his clients so that they make critical and sound financial decisions today with the future in focus. The trust and rapport that is shared between Jack and his clients enable Jack to know his clients even better and communicate with them even more effectively over time.