Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Bowling Green/Columbia, KY #4918!

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 OrganizationsClass 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!

Dale is a retirement income specialist and is the founder of RDS Wealth Management, a financial advisory firm that services the Southern KY/Northern TN area. He Specializes in helping pre-retirees and retirees develop strategies that create dependable lifetime income and protect family wealth. He also counsels clients concerning their best approach for social security income claiming as well as Medicare insurance options and is a leading resource on both topics. Dale is passionate about helping individuals plan for the retirement of their dreams and knows that maximizing ones income in retirement goes a long way toward making your retirement years the best they can be. 

He decided to join the American Financial Education Alliance (AFEA) to expand his reach in the community and provide more for educating the public on how they can create solid retirement plans, understand Medicare, maximize their Social Security income, pay less taxes in retirement and more.