Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Spokane, WA #4669!

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!

Jill is a business specialist with over twenty years of experience working with brokers and agents, assisting with the evaluation, recommendation, and implementation of programs for their clients.  She previously specialized in medical, dental, vision, disability, and life insurance products. She now enjoys working directly with business owners and individuals on financial strategies resulting in tax free income for retirement, or a special purpose that is important to the client. Jill attended Pierce Community College in California and Evergreen State College in Olympia Washington, focusing on business and psychology.

In her spare time, Jill loves to fly, and currently holds her private pilot's license! She is a member of the Ninety-Nines, (International Women Pilot's Association) and AOPA (Aircraft Owner's and Pilot's Association). She is also passionate about volunteer work, having spent six years at the volunteer center in Olympia Washington driving Medicare and Medicaid patients, and disadvantaged people to their appointments, as well as volunteering with Green Mountain Retired Senior Volunteers Program regularly, driving veterans, seniors and special needs patients.