Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Stevens Point, WI #5038!

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!

Jason’s has over 20 years of educational and advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor®, and author of the International Best Selling Book Planning with Purpose: Solving Your Unique Retirement Puzzle.  

As a speaker and educator, he has a passion for making the complex simple, and helping people gain comfort around often confusing and complicated topics such as taxes, estate planning, financial planning, and investing.  Jason firmly believes that the foundation of making smart decisions is having good information and being well educated, and has spent over 2 decades sharing his knowledge with others in a safe, classroom environment.  

He is an adamant supporter of the CPA profession and his local community.  Jason is a member of WICPA (Wisconsin Institute of Certified Public Accountants) and teaches continuing education classes to CPAs.  He also strongly supports the manufacturing community through his active memberships with CWIMA (Central Wisconsin Manufacturing Alliance, WMC (Wisconsin Manufacturing and Commerce), and PCBC (Portage County Business Council). 

Jason is hyper focused on serving the manufacturing community, an often-underserved demographic.  “Manufacturing is the lifeblood of our local and statewide economy. So often the men and women working in manufacturing are not provided the financial planning and wealth management planning education they deserve.  We’re dedicated to providing education in an easy to understand and safe environment, empowering manufacturing workers with the knowledge they need to make smart financial decisions, while eliminating confusing industry jargon. 

Jason often draws from his experience serving in the United States Air Force where he was recognized by the 128 Air Control Squadron as Airman of the Year and received a meritorious service medal.  

When out of the office Jason enjoys backpacking, fishing, camping, golfing, and working on his land in the Town of Linwood.  His wife Clair often joins him for all these activities.  Jason and his wife have served various non-profit organizations such as the Boys and Girls Club, Central Wisconsin Symphony Orchestra, the Alzheimer’s Association, and the Celebrate Plover Foundation.