![]() Any information we provide is limited to those plans we do offer in your area. We do not offer every plan available in your area. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. ![]() The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. They do not refer, in any way, to securities or investment advisory products. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.Īny references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investing involves risk, including the potential loss of principal. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Neither the firm nor its agents may give tax advice. Insurance products and services offered through Beacon Associates Insurance Agency, LLC. Subadvisory services may be provided by unaffiliated Registered Investment Advisors. We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.Investment advisory services offered through Beacon Associates Wealth Management, LLC, a Registered Investment Advisor. 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.ĪFEA 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:Ī 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 Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Arcadia, CA #4975!Īs 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.
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