Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Newburyport, MA #4795!

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!

Author, speaker, financial educator and advocate for his clients, Robert A. Guy, RICP® has been helping families turn their lifetimes of work into the retirement they deserve for more than 25 years. He has dedicated his career to providing unbiased advice and sophisticated strategies to people who want to enjoy retirement to the fullest. His professional mission is to help families secure a long and comfortable retirement with no reduction in lifestyle and no fear of running out of money.

After graduating from the University of Massachusetts at Amherst with a Bachelor of Science degree in Finance, Rob began his financial planning career with American Express Financial Advisors. Feeling he could better serve his clients as an independent financial advisor he established his own tax-focused retirement planning firm in 1992. Since then, he has helped hundreds of families make the transition from the working years to the financially free years.

Rob and his team specialize in cutting-edge tax reduction strategies, advanced social security and pension maximization techniques, retirement income optimization strategies, evidence-based wealth management services and customized legacy transfer plans.

Mr. Guy offers fee-based investment and financial planning advice to clients while adhering to the Fiduciary Standard, ensuring that clients are receiving unbiased advice that is in their best interest. Rob holds several federal and state licenses including the Series 63 & 65 and has earned the Retirement Income Certified Professional (RICP) designation from the American College of Financial Services.

When not at work helping his clients plan for a more secure retirement, you can usually find Rob with his wife Jen spending time near the ocean with family and friends.