Greetings, to our current and prospective Chapter Members, and welcome to one of the American Financial Education Alliance (AFEA) Southwestern, OH #4706 Chapter’s website! 

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 at a class soon!

Charlie Ehrenfried is a respected retirement planning professional with nearly two decades of experience in helping individuals navigate the complexities of retirement. Specializing in guiding those approaching or already in retirement, Charlie focuses on addressing the unique risks and challenges of transitioning from saving for retirement to enjoying it. His philosophy is straightforward: start with a comprehensive plan. This plan serves as the foundation for tailored strategies, ensuring the use of appropriate financial products to meet each client’s needs. Through this process, Charlie has helped his clients achieve the clarity and confidence to enjoy a financially secure retirement.

Charlie’s credentials reflect his dedication to excellence. He holds his Life & Health Insurance license and Series 6, 7, 63, and 66 securities licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional and has earned several advanced designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Chartered Advisor for Senior Living (CASL®).

Outside of work, Charlie and his wife, Kory, are proud parents to three children, Libby, Maya, and Caleb. When he manages to find a moment of free time, Charlie enjoys golfing, skiing, and camping with his family.