As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education.

In this illuminating episode, Bryan Bibbo welcomes Katherine Lesch and Kaeleen Bruce, AFEA’s dynamic co-CEOs, to share how their nationwide network of vetted financial professionals helps you master essential retirement concepts in a comfortable, pressure-free environment.

Key Topics Discussed:

Community Financial Education: Learn how AFEA and local advisors like JL Smith Group deliver unbiased retirement education through trusted venues, focusing on essential topics like Social Security and Medicare

Educational Excellence: Understand the rigorous vetting process ensuring only qualified professionals teach courses, maintaining the highest standards of unbiased education

Practical Learning Experience: Discover how 2-2.5 hour courses in comfortable community settings make complex retirement topics accessible and actionable

Beyond the Classroom: Explore how this educational approach helps you build confidence in your retirement planning decisions, whether or not you choose to work with an advisor