![]() AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. Information and Legal Disclosure about AFEAĪFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. ![]() People who simply want to better understand how to file for Social Security.Individuals and couples 60 and up wanting to gain more knowledge and training to help maximize their Social Security benefits.Center for Retirement Research as Boston College: The Social Security Claiming Guide.Putnam Institute: Optimal Asset Allocation in Retirement.The Wharton School of Business: Retirement Security and the Financial and Economic Crisis.Rex Voegtlin: The Top Social Security Misconceptions.Earnst & Young LLP: Retirement Vulnerability of New Retirees. ![]()
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