Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Uniontown, OH #4973! 

As an IRS-approved, 501(c)(3) non-profit 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 with 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 ABCDs 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!

Michael values the importance of a trust-based relationship and sincerely enjoys taking the time to get to know his clients. By actively listening to his client’s story, he can genuinely understand their retirement goals and objectives and help realize their dreams.

For over 35 years, Michael has advised his clients concerning the best approach to overall financial development, investment strategy, income and asset protection, and estate organization. Protecting, growing, and stewarding family wealth and helping folks “retire with confidence” is Michael’s goal.

Michael has a BBA degree in finance and real estate from Kent State University, recently served for 4 years as Junior Warden on St. Luke’s vestry and volunteers in the youth ministry.

He resides in Norton, Ohio with his bride Nancy of 30 years. They have one daughter and one grandchild. Michael loves traveling the country, antiquing, golfing, backpacking, and dining with friends and family.