Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Shoreline, CT #4658!

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!

Jack has over 4 decades of extensive and successful business experience. Some of his accomplishments were: managing large business operations within global corporations; founding and managing his own international business consulting organization; being on a number of boards and having executive appointments as officers in a number of large associations; and many executive and director level positions within companies and corporations.

In the past few years Jack has been struck with the inefficient personal planning that many individuals employ with their personal funds and long term planning. He had to look at his own situation and recognized that he gave more effort to managing company investments than he spent on his own. This was very evident when he looked at options for his own Social Security filing, healthcare, and investment portfolio planning. He is committing to the education and planning for others to ensure they understand the many options they might consider at all stages of their life but particularly as they approach retirement where many decisions need to be made and each with complex considerations. His commitment is to ensure that his clients make the best individual decisions for themselves and their families and that starts with their education about options that fit their specific situations.