AFEA Expands by Adding Chapter in Orlando, FL

Leader in Financial Education Continues to Expand Their Reach
 
ORLANDO, Fla. - Oct. 23, 2017 - PRLog -- The American Financial Education Alliance (AFEA) is dedicated to providing financial education and increasing financial literacy within communities all over the country. Today, the Board of Directors has chosen to continue to do just that, by unanimously voting Kevin M. Smith, CLU, ChFC® as the new Chapter President of AFEA's Orlando, FL #4550.

Kevin M. Smith, CLU, ChFC® is an Independent Financial Advisor who specializes in managed money processes and retirement security for individuals and businesses, as well as a Long Term Care resource expert and past speaker at the FICPA state meeting on financial planning.

Before starting his own wealth management firm, Kevin began his career working with an insurance agency in November of 1980 in Winter Park, FL. During his two and a half years with the agency, he was the number four producer.

In 1983, responsible for individual and group sales of insurance and investment products and involved in the sale and service of one the first 401(k) plans in the U.S. As sales manager in 1985, responsibilities included recruiting, training, joint work, and managing a team of up to twelve producers. Won New England's Agency Builder Award four consecutive years. The management award recognized outstanding performance in new agent recruiting, agent retention, average agent production, and total unit production growth. During the four years, agent retention was greater than 50%. Returned to personal production in 1990. (February 1983 - March 1995)

Kevin then became Vice President of a firm where he was responsible for individual financial planning and education for public and private clients. The firm educated and developed clients through a seminar system from 1995-2002. Named "Best New Group" in 1997 by Successful Money Management Seminars, Inc., the nation's largest producer of financial education materials. (April 1995-January 2003)

From there, Kevin worked with a resource group as a financial consultant specializing in business and professional consulting. Often including strategies for buy-sell funding for the purpose of assisting the senior partners transition their practice interests to the next generation of associates: retirement plan benchmarking and design to help plans meet the new fiduciary and compliance standards required by the DOL: and; income distribution and wealth accumulation strategies. Also, founder of Operation Veterans Aid, an organization dedicated to assisting veterans and their families in the awareness and completion of the application for the Aid and Attendance Pension through the VA.

Achievements/Recognitions:

• Multiple Qualifier of MDRT and Court of the Table Qualifier.
• Speaker at various industry, service, and charitable organizations including

• Florida Special Olympics on financial and estate planning issues for families with special needs children,
• Florida Methodist Pastors' Conferences assisting those in the ministry with financial and retirement issues,
• and the FICPA annual meeting on Financial Planning on the topic of Long Term Care.

• Past Chair of Peggy and Phillip Crosby YMCA
• Board Member of Warriors on the Green - an organization dedicated to the rehab of wounded veterans through the activity of golf
• Board Member of Lydia House.

Kevin has been married to Beth since 1982 and the father of two children; Bennett, a recent graduate and two-time golf and Academic All-American at Dallas Baptist University and Ellen a junior at UCF.  Kevin has been a member of the business community in Central Florida since 1980.

AFEA is thrilled to have Kevin, along with his Financial Educator, Michael Leist,  join their team and assist them in their mission of creating financial clarity within communities all over the country.

"At a time when 76% of America is living paycheck to paycheck, there has never been a better time or greater need for financial education"

Rick McClanahan, Founder and CEO of American Financial Education Alliance

About the American Financial Education Alliance:

AFEA is a federally recognized 501(c)(3) tax-exempt nonprofit organization based in Charlotte, NC and is comprised of a diverse and growing group of licensed and trained professionals. Together, they share the same goal of helping people better understand their finances. AFEA's mission is to empower Americans to take control of their finances by providing educational classes in communities nationwide.

If you would like more information about this topic, please contact Rick McClanahan at 888-466-3995, visit our website at http://www.myafea.org or email at info@myafea.org.

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Location:Orlando - Florida - United States
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