Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Bend, OR #4976! 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!

Meet Jacob Green Investment Advisor Representative

Helping Families for the last 18 years, Jacob has helped hundreds of clients achieve a more abundant, fulfilling life through sound principles, innovative strategies, and impassioned dedication to what he calls the three branches of Green Tree Wealth: Lifestyle, Protection, and Preparation. He brings a passion for solving problems and a keen understanding of the demanding expectations of each one of his clients. He provides his clients with the confidence to focus on what is most important to them, alleviating the financial "what ifs" of retirement.

Growing up on the coast of Oregon, Jacob has chosen to live where he preferred to vacation in Bend, Oregon with his wonderful wife Dinah and three children Gabriel, Adley, and Gideon. In all his spare time “ha-ha” Jacob enjoys a fun adventure whether that be in the kitchen cooking, mountain biking, snowboarding, archery, or quality time with family and friends.