President’s Biography

President’s Message

Greetings to our Current and Prospective Members! Welcome to the American Financial Education Alliance (AFEA) South Charlotte, NC Chapter’s 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.

Coulwood Middle School Designated as Beneficiary School for AFEA's Fundraising to Supply Classroom with Samsung Smart School Solution


Charlotte, NC, October 4, 2013 – The American Financial Education Alliance (AFEA) announces a partnership with the Charlotte-Mecklenburg School District’s Coulwood Middle School. The program will provide Samsung Galaxy Note 10.1 Tablets for a math classroom.

AFEA approached Coulwood Principal Janet Moss earlier this fall about the potential to offer the Samsung School Solution at Coulwood Middle School, which is carried out in collaboration with Samsung Electronics America Inc., a subsidiary of Samsung Electronics Co. Ltd.

The Samsung School Solution is an integrated 1:1 learning platform that empowers teachers to deliver an interactive learning environment. First deploy

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Chapter News

5 Reasons Annuities Will Become a Force for the Baby Boomer Generation

By Bill Broich

1. Outsmarting Longevity Risk: Income Rider. Income riders changed the deal. No longer accurate is the perception that insurance companies are offering income so when the annuitant dies, they keep the money. For years, this has been the myth. The creation of fixed indexed annuities with income riders (guaranteed lifetime benefits) means retirees can enjoy lifetime income, protect against living too long and still have control of their money if they choose.

2. Banks Yields Are Low and Will Remain Low. It is a political guarantee based on one simple concept: the government must keep interest rates low to avoid an even higher deficit. Many depositors sit and wait for the good old days, days with bank....

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