Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Clermont, FL #4571!

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!

Chris has 30 years of experience in the insurance and financial services industry. He has earned the CERTIFIED FINANCIAL PLANNER™ designation and is an Investment Adviser Representative and Insurance Professional. Chris has passed the Series 65 exam, holds life and health licenses, and has received his CFP® designation from the University of Denver. He has a bachelor’s degree in economics from Eckerd College. He is an independent Fee only Fiduciary advisor.

Chris lives in Minneola, Florida, with his wife of more than 30 years, their two daughters and their Labrador retrievers. In his free time, Chris enjoys watching his daughters play sports, going on family outings, riding road bikes, fishing, boating and vacationing with his wife.