Greetings, to our current and prospective Chapter Members, and welcome to one of the American Financial Education Alliance (AFEA) San Diego, CA Chapter’s website!

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 at a class soon!

Hi, I'm Danny Michael and I’ve been teaching retirement planning courses in Socal for the last 10 years. I’ve spent my entire career guiding clients through the retirement planning maze while helping them find a strong sense of purpose in their golden years. Retiring isn't easy, but it's possible with proper planning. I hope this class gives you the clarity you need to confidently retire on your terms.