Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Palm Beach Gardens, FL #4991! 

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!

Jonathan is a proud University of Maryland alumnus. He has made his career utilizing his degree and many talents. For more than a decade, he has shifted his focus to the finance world when he founded Prosperity Wealth. Jonathan always had a passion for helping and doing for others. Therefore, helping those who have already retired or are nearing retirement was just a natural fit. To help accomplish this, Jonathan is licensed for insurance in the state of Florida and many other states. He also holds his series 65 license.

His goal is to make sure that people’s money lives longer than they do and that they have enough cash flow to be able to enjoy their retirement. He always says it comes down to two things: confidence and ability. The confidence to know that you have a plan that’s going to take care of you during retirement and that gives you the ability to go out and enjoy every day of it.

Jonathan enjoys rooting for the Florida Panthers, collecting watches and exercising, but most of all, he loves spending time with his wife, Dana, and his four grown sons.