Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Orlando, FL #4914!

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!

James founded REA with one goal in mind: Preparing his clients for a successful retirement by implementing proven retirement strategies covering the five important areas of the Financial Planning process. Through education and proper planning, he has brought his clients the peace of mind they deserve so they can focus on enjoying retirement. James has worked diligently for over 20 years in the financial services industry consulting and teaching thousands of students and retirees. Through his financial guidance and planning process many of his students have become clients and lifelong friends. James has been married to his lovely wife Kris for 27 years. Together they have 5 children and 3 grandchildren. James enjoys spending his personal time with his wife Kris and their family. He stays very active getting in the occasional basketball game with friends, golfing, and recently taken up long distance running. He feels it’s important to enjoy life to the fullest and you can do that by eating healthy, exercising, and living a life that’s pleasing unto the Lord. James is a passionate Christian serving locally at illuminate Church in Celebration.