Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Stuart, FL #5020! 

As an IRS-approved, 501(c)(3) non-profit 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 with 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 ABCDs 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!

Lizz Milardo has over 25 years of experience in financial services. She prides herself on being collaborative, approachable, and a trusted fiduciary to all she serves. She is aware that many people do not understand their full financial picture until they are forced to due to life events or retirement. She believes in educating her clients and helping them achieve financial wellness. 

She has provided financial education for top Fortune 500 companies, including the Washington Mystics Women’s basketball team. She has been on the Today Show, ABC and Fox News. She has studied under Dave Ramsey and loves to solve financial solutions for small business owners and individuals. She believes in giving back to her community serving on many non-profit boards, she is a member of the Martin County Estate Planning Council. She holds multiple securities licenses, insurance, and her real estate license.