Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Orlando, FL #4914!

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!

James founded Rea Financial with one goal in mind: To create significance in the lives of the families he serves. Rea Financial uses proven retirement strategies that cover the five key areas of the financial planning process. Through education and proper planning, James and his team provide the confidence and clarity clients need to spend less time worrying and more time enjoying the things they love most during retirement.

For the last 25-plus years, James has worked in the financial services industry as a consultant and educator, teaching thousands of students and retirees. Through his financial guidance and Purpose-Driven Retirement Plan™ process, many of his students have become clients and lifelong friends.

James is a Certified Financial Fiduciary® and always operates with his clients’ best interests in mind. Additionally, he is an American Financial Education Alliance (AFEA) coach and their current Orlando chapter president.

James has been married to Kristina (Kris), his wife and best friend, for more than 29 years. Together, they have four children, two sons-in-law and three grandchildren. In his free time, James enjoys spending time with Kris and their family. He also stays active with the occasional basketball game, golfing and long distance running. He feels it’s important to enjoy life to the fullest by eating healthfully, exercising and living a life that’s pleasing to the Lord.