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  • American Financial Education Alliance

    Empowerment through education

    The American Financial Education Alliance is a 501(c)3 non-profit charitable organization whose mission is to inform retirees and pre-retirees about sound financial principles so they can better prepare for their futures. Our five-section informational course, “Safe Money Principles of Retirement Planning,” was designed to pull back the curtain on investing, the stock market and retirement planning.

    If you’re looking to establish retirement goals and objectives based on your risk tolerance, potentially reduce your taxes, maximize your cash flow, learn when you should begin your Social Security benefits and discover how you can generate predictable and reliable income, this course is for you.

    Who should attend?
    1. Individuals and couples ages 50 and up
    2. Investors concerned about the future of U.S. tax rates
    3. Baby boomers concerned about income planning
    4. Conservative investors looking for alternatives to Wall Street investing
    5. Anyone worried about whether they will have an enjoyable retirement
    For the next class schedule and to register, email

    To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at or call us at 619-297-3200 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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