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The Association of Financial Educators


Let Us Help Your Employees at Absolutely No Cost to You

Your goal is to find and retain top-notch employees who contribute productively to your bottom line. Each of your employees has a goal of building financial security for the future. Our goal is to ensure that you are both successful. Our FREE financial workshops give you the opportunity to strengthen your team's skills, boost morale and offer them valuable, vital information. Ours is a money-centric society and the reality is that many of us grew up without the fundamental skills needed to prosper into retirement and beyond. 
 
We may have taken economics, math, and maybe even a course or two in finance. But few of us have been trained in critical skills such as money management, budgeting, estate planning, retirement planning and surviving during a recession. Combine this overwhelming lack of knowledge with a barrage of media messages insisting we need a newer car, a bigger house and designer dog food in order to “keep up with the Joneses” and it’s no wonder so many Americans are facing financial ruin. But who has the energy to pursue an economic education when simply staying afloat is all-consuming? 
 
The Association of Financial Educators is a no-cost educational speaker’s bureau comprised of professionals in dozens of fields including investing, estate planning, tax, real estate, wellness and many more. Our expert speakers generously donate their time in an effort to empower your corporate or community group to take control of their individual financial futures. All of the workshops we provide are ONE HUNDRED PERCENT FREE OF CHARGE to your company and its employees, and our expert members are contractually forbidden to sell or solicit products of any kind. Our members share the common goal of fighting financial Illiteracy, gaining community exposure and empowering through education. Please let us know if there are other areas of interest and we will do everything we can to accommodate your specific needs. 
 

 

VISIT AFE-USA.ORG

Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

*Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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