Chamberlin Group Educational Events

When it comes to your retirement, the choices you make can have a long-lasting impact. Learning about your choices before you retire can save you literally thousands of dollars. Our first priority is helping you and your family. We want to learn more about your situation and identify your goals and dreams. Open and honest communication has been the cornerstone of our foundation of success.

Free Local classes include:

Upcoming Classes

After completion of the class, you may schedule a free Strategy Session with one of our Holistic Planners allowing you to have your questions answered regarding your specific situation.

Don Chamberlin has conducted nearly 650 educational classes, workshops, seminars and educational events for residents of St. Louis, St. Louis City, St. Charles, Franklin, Lincoln, Jefferson Counties in Missouri; Madison, St. Clair and Monroe Counties in Illinois. Our goal is to educate citizens on how to become financially independent. Don educates individuals, families, and businesses on topics rarely found in High School and College curriculums; personal finance.

We look forward to having you join us at a class. Please click the link for a class schedule.

Don Chamberlin, a Certified Financial Educator from the non-profit American Financial Education Alliance (AFEA’s) St. Louis Chapter, presents tuition-free educational workshops covering relevant and challenging financial topics that Americans face today.

As an IRS approved 501(c)(3) non-profit organization, AFEA’s mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education. Our main goal is to help individuals, families, and businesses in the St. Louis area increase their knowledge and confidence in basic and complex financial matters.

Meet Our Class Instructors

Don Chamberlin

CFEd®, CFF®, CFEI President | CEO

Jeremy Mullens

MBA Chief of Staff / Integrator

Don Chamberlin III

CFP®, CFF® Certified Financial Planner

Patrick May

MBA, CFF® Holistic Planner & Fiduciary

Pam Diemert

CFF®, AAMS® Holistic Planner & Fiduciary

Steve Chanez

CFP® Certified Financial Planner

Scott Nolen

Holistic Planner

Tom Ponce

Holistic Planner

Brendan Kelly

Planner Assistant

Abby Hayes Boegeman

Estate Planning Attorney

Marianne Bouras

Director of Operations

Sarah Chamberlin Define

Tax Practice Manager

Amanda Bauer

Director of Marketing

Maria Sage

Client Happiness Specialist

Cherish Grey

Administrative Assistant

J. Russell Borders

Chief Accountant

John Laux

EA Accountant

Joseph Define

EA Accountant & Medicare Advisor

Gail Scarfino


Susie Chamberlin

Accounts Receivable

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom