Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Maumee, OH #4797!

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!

Steven V. Wise is the President and Co-founder of Beacon Associates LLC, which is a family-owned and operated business. The client and their families always come first to Steven beginning with education, which allows them to make the best choices for themselves and can assist them in working towards their long-term individual and family goals.

Steven is a family man; the importance of family is his core strength. Steven is married with 5 children, and 11 grandchildren. His wife Rhonda works alongside him running the Medicare and Insurance side of the business.

For his education, Steven has earned his Bachelor’s and Master’s degree of Business Administration from Ohio University in Athens. Steven is a Certified Financial Fiduciary (CFF); which by definition, indicates that its holder is obligated to work in the client’s best interests. Steven is an Investment Advisor Representative under Simplicity Wealth, LLC, an SEC Registered Investment Advisor, and a Dave Ramsey certified financial coach. Mr. Wise has completed extensive training and holds himself to the highest ethical and educational standards. He also holds a life, health and property and casualty license with the State of Ohio. Steven understands the complexities of the changing financial climate and is always ready to make recommendations in the client’s best interest.

As a provider of multiple financial, life and health insurance services, Steven promotes “knowledge is power.” Here at Beacon Associates, we emphasize education to our individuals, families, and small business owners. Our purpose is assessing the needs of the individual, family or organization, educating them on their options, establishing measures to help protect our client’s health and finances through every stage of their life or business.