Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Columbia, MD #4989! 

As an IRS-approved, 501(c)(3) non-profit 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 with 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 ABCDs 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!

Jake comes from a hard-working, blue-collar family, where he was taught the value of hard work and sacrifice from an early age. His father established a strong work ethic by involving him in industrial construction at just 14. Jake understood that this wasn’t his lifelong path, yet the enduring values of showing up every day and taking pride in what you do, stuck with him throughout his life. In college, Jake met a friend who introduced him to financial services and after obtaining a bachelor’s degree in finance & accounting, he jumped right in to the finance industry with a job at a big corporate box firm. 

Jake was not impressed and found that these companies just wanted to gather clients’ money and charge a fee. They didn’t focus on helping people truly prepare for making that transition from going to work everyday earning a paycheck to preparing for what to do when those paychecks stop, and retirement begins.