Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Bartlett, IL #5014

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!

Ed is passionate about helping people worry less about money through well-thought-out financial strategies for retirement.

Growing up, Ed was first introduced to financial services by his father, Ed Sr., an estate planning attorney, and his uncle Marty, a CPA. Both men helped individuals and families with their tax and estate planning needs. They influenced the financial principles Ed follows today as he helps clients navigate their retirement planning needs. In 2002, Ed opened his own firm, where he focuses on assisting clients to gain clarity about their financial situation before making a clear plan of action to get them where they need to be. For more than 30 years, he has specialized in helping clients enjoy a safe and secure retirement through conservative strategies that make sense for their individual situations.

“Not losing money is just as important as making money,” says Ed. “And paying too much in taxes is just another way to lose money”.

Ed is the author of “Retirement Blueprint: The first steps to building a better lifestyle in retirement,” which aims to help retirees and those nearing retirement build their own “financial house” and get their finances nailed down. He has also been a regular guest on AM 560 “The Answer” in Chicago. As a financial professional, Ed can offer investment and insurance products and services. He holds health and life insurance licenses in several states. He also is the owner and primary investment advisor of DFG Wealth Management, LLC.

He has lived in Chicagoland his entire life originally from the South Side (Beverly) and has resided in the western suburbs for over 25 years. Away from the office, Ed enjoys spending time with his wife, Shannon, and their children, Eamon, Michaela and Brianna, and is actively involved in all of their extracurricular activities. He also is an avid boater.