MyAfea

Jeremy Bryant

8510 McAlpine Park Dr Suite 201,Charlotte
North Carolina,28211
Tel: 704-845-9030 x 102
Email: jbryant@yourlegacyfirst.com

President’s Biography


I believe that financial education is of prime importance when planning for retirement.  Whether you are just starting your plan, been planning for years, approaching retirement or already in retirement many are not given the proper education to best meet their future needs.   It is my goal to help each individual/business understand what makes the most sense for them through financial education as well as "proper" planning!

AFEA allows me to donate my time to reach more individuals and help eliminate financial illiteracy!  

President’s Message


Greetings to our Current and Prospective Members! Welcome to the American Financial Education Alliance (AFEA) North East Charlotte, NC Chapter website! It is my great honor and pleasure to serve as president and to share information about our great chapter. AFEA is a dynamic and growing non-profit organization which exists to provide a forum where people of all walks of life can gain information, education and experience about managing and understanding their finances.

Chapter Events

In collaboration with the South Charlotte Chapter, we are holding events throughout March and April. Please check the South Charlotte Chapter page for more information.

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Chapter News

The faulty argument vs. fixed indexed annuities

By John P. Huggard: Found on Lifeprohealth.com

As a securities attorney, I spend much of my time helping other attorneys prepare their cases for hearings before the SEC, FINRA and various state regulatory agencies or acting as an expert witness. When I am not involved in these activities, I spend a significant amount of my time on the road lecturing to financial professionals about annuities and retirement planning. In my work, I’m constantly asked my opinion of fixed indexed annuities (FIAs) and whether I believe they are appropriate investments. My answer is ....

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Retirement-home roulette: How to beat the odds

By Elizabeth O'Brien: Found on Marketwatch.com

Continuing-care retirement communities promise peace of mind for people who want to age in place. These communities accommodate retirees on one campus as they grow frailer, letting them progress if needed from independent living to assisted living, and on to skilled nursing care.

While the country’s nearly 2,000 CCRCs, as they’re called, may indeed deliver .on this promise, nothing’s ever as simple as the glossy brochures make it .appear. CCRCs are a pricey investment tied to a complex contract—and the .consequences of being underinformed or undereducated can be serious. “People .need to have their eyes wide open when the....

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