501(c)(3) Documentation
501(c)(3) Documentation
This is proof of AFEA's 501(c)(3) non-profit status. Some venues may ask you to bring this with you to your event.
Workshop Planning Calendar
Workshop Planning Calendar
This calendar provides suggested teaching dates and caution dates to help you plan your class schedule.
Event Request Form
Event Request Form
This form is to be completed with the event information you would like your Academic Coordinator coordinate for you. You must approve the terms and conditions, sign and click the submit button for your Academic Coordinator to receive. This form is required before your Academic Coordinator (AC) can begin coordinating your campaign.
Confirmation Call Script
This script can be used to make your Reminder Calls 1-3 days before your class events.
After-Event Data Sheet
Use this quick reference sheet to track class data over the course of the campaign. Complete this form and return to your Academic Coordinator after completion of your campaign with final class roster and evaluations.
Course Evaluation Form
Course Evaluation Form
This form is for your students to fill out at each AFEA event. We suggest that you put one form in the back of each workbook before you begin your class. This is sort of like our report card, as it allows the attendees to grade your presentation and indicate if they are interested in a Free Strategy Session. You can customize the calendar on the second page with your availability for people to select the best day and times for them. You do not have to use the second page, but every student must receive a form to fill out and give to you before the end of class. You are required to send the evaluation forms along with the attendance sheet to your Academic Coordinator (AC) not later than 3 days after the class has completed.
Student Dashboard Handout
Student Dashboard Handout
This is used to give out to the students for them to have the instructions to sign up for the AFEA Student Dashboard.
Appointment Cards
Appointment Cards
These are not mandatory, but for you to use if you would like after their first Strategy Session.
Strategy Session Confimation Form
These are not mandatory, but are helpful. You can download the editable Word version of this document in the "AFEA Tools and Resources" section of your dashboard on your AFEA profile. We fill these out and hand them to our students when we book a Strategy Session during the breaks we take in the middle of our workshops. This paper reminds them of their appointment date and time, what they need to bring to the Strategy Session, and provides them with directions to your office or meeting place.
Education Disclosure Form
Education Disclosure Form
This will need to be signed by both you and the student at the beginning of EVERY Free Strategy Session that you conduct as an AFEA Instructor. The signed and dated copies are to be submitted to your Academic Coordinator (AC) via fax or email for our records. A Disclosure Form email reminder goes out of the 1st and 15th of each month. THIS IS MANDATORY, AND WE WILL BE FORCED TO SUSPEND AND/OR TERMINATE YOUR ACCOUNT IF YOU DO NOT SEND IN YOUR SIGNED DISCLOSURE FORMS!
A DocuSign version of this form is available to you for online meetings
Strategy Session Consultation Script
Strategy Session Consultation Script
This script is to help you when you are meeting with someone for the first time during their Free Strategy Session. This gives you an idea of what to say before you have them sign the Disclosure Form.
Software Options for Recommended Reports
Software Options for Recommended Reports
Recommended software programs to generate Social Security Election, Tax Forecast, Retirement Ready or Not, True Asset Allocation & Risk or Risk Only reports. Several programs offer an AFEA discount and coupon codes are included.
AFEA Risk and Income Gap Intake Worksheet
AFEA Risk and Income Gap Intake Worksheet
A worksheet to identify where an attendee’s current money situation is and help understand their concerns surrounding their money and retirement.
AFEA Budget
AFEA Budget
This form is used on attendees that meet with you after the class as a tool to show where they are with their finances. These are also printed in the backs of your workbooks.
AFEA New Model Demonstrator
AFEA New Model Demonstrator
An Excel based software that helps demonstrate the New Model as an asset allocation along with other educational demonstrations such as sequence of returns, compound return, RMD calculations and budgeting. An updated version will be sent to you via email each month.
AFEA New Model Worksheet
AFEA New Model Worksheet
Use this worksheet during your Strategy Session to easily convey the concepts of the New Model design.
Strategy Session Intake Form
Strategy Session Intake Form
This is used during your Free Strategy Session to gather needed information from the student.
AFEA Social Media Policy
AFEA Social Media Policy
Important information for you and your marketing team to understand how you can market yourself as an AFEA instructor and promote AFEA classes within your for-profit business web and social media sites.
Email Access Instructions
Email Access Instructions
Use this to assist you in accessing your AFEA Email!
LR Marketing Packages
LR Marketing Packages
There are different combinations of digital and mail marketing available to you through our partners, Leading Response. Download this doc to check them out!