Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Charlotte, NC #4951!

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 OrganizationsClass 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!

Keith Helmendach is a graduate of Vanderbilt University in Nashville, Tennessee. Keith met his wife in graduate school in Chicago, and they agreed to start their careers and their family in Charlotte, NC.

They have been serving the area for over 30 years and have raised 4 children who are now adults.

Keith has served as a Rotary Club president on 2 separate occasions, in Matthews and Mint Hill. He has given talks and lectures for over 30 years on the subjects of health and finance, including several years on his 30-minute weekly radio show on WHVN. 

Keith, having crossed the age of 60, enjoys educating seniors and soon-to-be seniors on a variety of financial topics, including To 75 & Beyond, Understanding Medicare, The Importance of Irrevocable Trusts, and Tax-Free Retirement Facts and Falsehoods…to name a few. 

Keith’s father served as a Captain in the U.S. Army. He and his wife have 3 sons serving in the Armed Forces currently. This has instilled a passion to work with young military families, planning for their best future, and retired service members, ensuring their healthy and financially-fit retirement. 

Keith feels that basic financial education and financial literacy is lacking throughout our society today. He’s committed to doing his part to change that.