Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Albuquerque, NM #4922!  

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 OrganizationsClass 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!

With over 20 years of experience, Jim has focused on helping and educating his clients—individuals, families, and small businesses— to address their specific financial goals and objectives. Jim majored in Business Administration at the University of New Mexico and currently holds his Series 7 securities registration through LPL Financial and his Series 66 securities registration through LPL Financial and Householder Group Estate & Retirement Specialists and is licensed through the state of New Mexico for life & health insurance, long-term care, and annuity. Jim is a Native New Mexican and currently is living in the East Mountains.  You’ll often find him with his family & friends enjoying any number of outdoor activities including horseback riding, camping, golfing or playing tennis.  Jim is currently a member and a former President of the Moriarty / Edgewood Rotary Club, Board Member of the Greater East Mountain Chamber of Commerce, a former SCORE mentor, and a former Chairman of the Board for the New Mexico Development Loan Fund.