Welcome to AFEA:: American Financial Education Alliance

Event Date : 24-MAR-2026
Event Location :
AFEA Classroom
3333 Michelson Dr Suite 820
Irvine, California 92612
Price : $ 0
Instructor: Alex Kurosawa

Complete the form below to register for this course.

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EVENT LOCATION

Venue : AFEA Classroom

Address : 3333 Michelson Dr Suite 820

City : Irvine

State : California

Zip Code : 92612

Room :

Class Start at : Tue, 24-Mar-2026, 06:00 PM - 08:00 AM

Course Description

Benefits of Investment Planning

What you will learn

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.

How to construct a budget and the importance of establishing an emergency fund
Credit fundamentals
Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
Basic estate planning concepts