Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Jacksonville, FL #4919!

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 OrganizationsClass 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!

Cliff Guthrie is a Certified Financial Planner with more than 10 years of experience and has been educating Northeast Florida residents on personal finance and retirement planning strategies for many years. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years. He provides comprehensive financial planning strategies to pre-retirees and retired individuals, helping them achieve total wealth optimization and a reliable income source in retirement. Lee ensures that every client walks away feeling at ease and content about their future. Lee holds the following licenses: FINRA Series 66 License and FL 2-15 insurance license. He graduated from Jacksonville University with a degree in Finance. He was born and raised in Jacksonville, Florida and in his spare time loves to read, cycle and sail on the St. Johns River.