Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Grass Valley, CA #4952!

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!

Sarah Soria MBA, CFP®

    With the heart and patience of a fifth grade teacher, Sarah has a passion for educating adults on topics that will lead them to financial security. Sarah combines her Masters of Business Administration and Certified Financial Planner training with 15 years of real world planning and asset management experience placing her in a position to bridge the gap between academic knowledge and real world application.  Sarah approaches financial education and planning with a model that builds a relationship first, focussing on knowing her students and clients for who they are and what they want.  From this solid relationship she is able to build a financial education roadmap that clearly addresses her student’s and client’s unique needs.  Sarah embraced the opportunity to join AFEA as a way to give back to her local community by enriching students' lives through unbiased financial education.