Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Monticello, GA #5073! 

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!

Luke Kibler is your insurance solutions and wealth strategies expert. Luke’s love of financial education goes back more than 19 years to the first time he met with a financial planner shortly after getting married. It didn’t take long for his passion for sharing life-changing information to get him started in getting licensed for insurance and investment advising, and beginning to build loyal clientele in many sectors of the financial industry. With over 17 years of specialized training and experience in both personal and commercial insurance, banking, and investing, Luke brings a uniquely relevant perspective to the process of financial planning and the usage of insurance products for building and protecting wealth.

Luke can be found in his off-time rock climbing with his family, camping, playing music, or doing any number of outdoor activities. He has been joyously married for over 20 years now and is the father to 5 amazing children.

Looking for honest and unbiased guidance to build your personal wealth strategy? Looking for a second opinion on your retirement plan? Need sound principles on how to use life insurance for your business to protect your interest in key employees or partners, all while building a perpetual, tax-free, and multi-purposed asset? Luke is the one you want in your corner! He will take passionate interest in your unique needs and goals and guide you through the myriad of options to a clear, simple, and easy-to-implement solution!