Below is a archive of our newsletters and other notable financial news and information. Please use the links below to access the volumes you are seeking.

DateTitleLink
2025/11/25AFA 10 minute Presentation – Estate Planning for PilotsDownload
2025/11/24AFA 10 minute Presentation – MBCBP; AA BenefitsDownload
2025/11/24AFA 10 minute Presentation – Top 10 Retirement Planning MistakesDownload
2025/11/24AFA 10 minute Presentation – AFA’s Survivor ChecklistDownload
2025/11/24AFA 10 minute Presentation – A Plan CollectDownload
2025/11/24AFA 10 minute Presentation – AA RetirementDownload
2025/11/24AFA 10 minute Presentation – Sick, ESB, LTD BenefitsDownload
2025/07/227 Financial Mistakes to AvoidDownload
2025/07/22AFA 10 Minute Presentation – 2023 CBADownload
2025/07/22AFA 10 minute presentation – Social SecurityDownload
2025/07/22AFA 10 minute Retirement Presentation – Navigating the A PlanDownload
2025/07/22AFA 2015 Annual ReviewDownload
2025/07/22AFA 2015 Q3 Quarterly ReviewDownload
2025/07/22AFA 2016 Annual ReviewDownload
2025/07/22AFA 2016 Q2 Quarterly ReviewDownload
2025/07/22AFA 2016 Q3 Quarterly ReviewDownload
2025/07/22AFA 2017 Annual ReviewDownload
2025/07/22AFA 2017 Q1 Quarterly ReviewDownload
2025/07/22AFA 2017 Q2 Quarterly ReviewDownload
2025/07/22AFA 2018 Annual ReviewDownload
2025/07/22AFA 2018 Q1 Quarterly ReviewDownload
2025/07/22AFA 2018 Q2 Quarterly ReviewDownload
2025/07/22AFA 2018 Q3 Quarterly ReviewDownload
2025/07/22AFA 2019 Q1 Quarterly ReviewDownload
2025/07/22AFA 2019 Q2 Quarterly ReviewDownload
2025/07/22AFA 2019 Q3 Quarterly ReviewDownload
2025/07/22AFA 2019 Q4 Quarterly ReviewDownload
2025/07/22AFA 2020 Q1 Quarterly ReviewDownload
2025/07/21AFA 2020 Q2 Review WebinarDownload
2025/07/21AFA 2020 Q3 Quarterly ReviewDownload
2025/07/21AFA 2020 Q4 Quarterly ReviewDownload
2025/07/21AFA 2021 Q1 Quarterly Review WebinarDownload
2025/07/21AFA 2021 Q2 Quarterly Review WebinarDownload
2025/07/21AFA 2021 Q3 Quarterly Review WebinarDownload
2025/07/21AFA 2021 Q4 Quarterly Review WebinarDownload
2025/07/21AFA 2022 Q1 Quarterly Review WebinarDownload
2025/07/21AFA 2022 Q4 Quarterly Review WebinarDownload
2025/07/21AFA 2022 Q2 Quarterly Review WebinarDownload
2025/07/21AFA 2023 Q1 Quarterly Review WebinarDownload
2025/07/21AFA 2023 Q2 Quarterly Review WebinarDownload
2025/07/21AFA 2023 Q4 Quarterly Review WebinarDownload
2025/07/21AFA 2024 Q1 Quarterly Review WebinarDownload
2025/07/21AFA 2024 Q2 Quarterly Review WebinarDownload
2025/07/21AFA 2024 Q3 Quarterly Review WebinarDownload
2025/07/21AFA 2024 Q4 Quarterly Review WebinarDownload
2025/07/21AFA 2025 Q1 Quarterly Review WebinarDownload
2025/07/21AFA Webinar – Market UpdateDownload
2025/07/21AFA Webinar – Market UpdateDownload
2025/07/21Open Mic with AFA – Habits of Wealthy PeopleDownload
2025/07/21Open Mic with AFA – Discussing Topics That Matter To YouDownload
2025/07/21Top 10 Financial Planning Mistakes Pilots Make.9.23.22Download
2025/07/21Part 4 – RetirementDownload
2025/07/21Part 3 – Investment StrategyDownload
2025/07/21Part 2 – Understanding Your Net Worth Financial StatementsDownload
2025/07/21Part 1 – Setting the StageDownload
2025/07/21Part 5 -Estate PlanningDownload
2025/07/21Who’s Who at AFA?Download
2025/05/31AFA Quarterly Newsletter 2025 Q1Download
2024/12/31AFA Quarterly Newsletter 2024 Q4Download
2024/09/30AFA Quarterly Newsletter 2024 Q3Download
2024/07/30AFA Quarterly Newsletter 2024 Q2Download
2024/03/22AFA 2024 Q1 Market ReviewDownload
2023/12/31AFA 2023 Q4 Market ReviewDownload
2023/12/31AFA Quarterly Newsletter 2023 Q4Download
2023/09/30AFA 2023 Q3 Market ReviewDownload
2023/09/30AFA Quarterly Newsletter 2023 Q3Download
2023/06/30AFA Quarterly Newsletter 2023 Q2Download
2023/03/31AFA 2023 Q1 Market ReviewDownload
2023/03/31AFA Quarterly Newsletter 2023 Q1Download
2022/12/31AFA 2022 Q4 Market ReviewDownload
2022/12/31AFA Quarterly Newsletter 2022 Q4Download
2022/09/30AFA Quarterly Newsletter 2022 Q3Download
2022/06/30AFA 2022 Q2 Market ReviewDownload
2022/06/30AFA Quarterly Newsletter 2022 Q2Download
2022/03/31AFA Quarterly Newsletter 2022 Q1Download
2021/12/31AFA Quarterly Newsletter 2021 Q4Download
2021/09/30AFA 2021 Q3 Market ReviewDownload
2021/09/30AFA Quarterly Newsletter 2021 Q3Download
2021/06/30AFA Quarterly Newsletter 2021 Q2Download
2021/03/31AFA Quarterly Newsletter 2021 Q1Download
2020/12/31AFA Quarterly Newsletter 2019 Q4Download
2020/12/31AFA Quarterly Newsletter 2020 Q4Download
2020/09/30AFA Quarterly Newsletter 2020 Q3Download
2020/06/30AFA Quarterly Newsletter 2020 Q2Download
2020/03/31AFA Quarterly Newsletter 2020 Q1Download
2019/09/30AFA Quarterly Newsletter 2019 Q3Download
2019/06/30AFA Quarterly Newsletter 2019 Q2Download
2019/03/31AFA Quarterly Newsletter 2019 Q1Download
2018/12/31AFA Quarterly Newsletter 2018 Q4Download
2018/09/30AFA Quarterly Newsletter 2018 Q3Download
2018/06/30AFA Quarterly Newsletter 2018 Q2Download
2018/03/31AFA Quarterly Newsletter 2018 Q1Download
2017/12/31AFA Quarterly Newsletter 2017 Q4Download
2017/09/30AFA Quarterly Newsletter 2017 Q3Download
2017/06/30AFA Quarterly Newsletter 2017 Q2Download
2017/03/31AFA Quarterly Newsletter 2017 Q1Download
2016/12/31AFA Quarterly Newsletter 2016 Q4Download
2016/09/30AFA Quarterly Newsletter 2016 Q3Download
2016/06/30AFA Quarterly Newsletter 2016 Q2Download

CONNECT

Virtual contact is great, but sometimes you want human interaction. Relax, we’ve got you covered. Simply call us at the numbers provided below, and visit our office.

1031 West Morse Blvd – Suite 110 – Winter Park, FL 32789

Toll Free: 888-679-9779 | Office: 407-207-9006
Fax: 407-207-0106