The primary mission of this non-profit organization is to
enhance the level of financial and economic literacy of
individuals and households in the United States and
promote professional development at the initial stage of
career development and mid-level management.
Dear Partners, Colleagues
Thank you for your participation and
for making the 8th Annual Financial Literacy
Leadership Conference a success! It is an honor to
be able to collaborate with educators, public
officials and social service providers who care
deeply about financial literacy.
greatly appreciate the feedback we received from
conference surveys so we can continue to meet your
needs as partners in the financial education
field. The surveys were extremely helpful. We
learned that your expectations were met by the
conference and our dynamic speakers -- from
government, nonprofits, and industry – shared
relevant financial literacy information not
We have taken note of
your suggestion that because of the cohesive group
dynamics, there is an interest in more
opportunities to network together, and therefore
next year we will provide a new Meet & Greet
Networking Session at the 2016 Annual Financial
Literacy Leadership conference!
check out our website –
for SFE&PD’s conference slideshow and a video
that captures a snapshot of the conference
synergy. In addition, we have posted the
conference presentations. Stay tuned for our
updates about next year’s conference so you can
join us again and mark the dates on your
calendars. Don’t forget to follow us on Facebook,
LinkedIn and Twitter as we expand our Social Media
Best wishes to you during the
holiday season and we look forward to our
continued association in 2016!
Theodore R. Daniels
Founder and Present Society for Financial
Education and Professional Development, Inc.
Click below for a slide show of SFEPD's Eighth Annual Financial Literacy Leadership Conference.
Click below to view a video that captures a snapshot of the conference synergy.
Our expertise is the development and
presentation of customized financial education and
professional development seminars and workshops.
The Society has developed and presented a series of
seminars under the title of "Mind Over Money Skills," which
includes Credit Management, Personal Money Management,
Investor Education, and Homeownership.
The seminars, developed and presented by the organization,
are designed to expose individuals to the fundamentals,
strategies and the intricacies of personal financial
management that they may not get elsewhere (or learn too
late). Through these seminars individuals are gaining a better
understanding of personal financial management and other
economic topics as well as practical uses of financial
management strategies and economic skills in everyday life.
With this knowledge individuals are able to make informed
decisions regarding credit, spending, saving, investing,
retirement planning, estate planning, and other personal
financial matters. Since inception, the organization has
presented personal financial management seminars on the
campuses of over 90 colleges and universities.
The U. S. Department of Treasury's Office of Financial
Education has recognized our seminars as having met the
criteria for effective financial education programs as
identified by that office. On December 9, 2009, the
organization received the FDIC Chairman's Award for Excellence
and Innovation in Financial Education.
WhatsMyScore.org - offers resources to
help you manage your credit and maximize your credit
- specialized calculators to help you figure out how
to pay off a loan, what your mortgage payment will
be, or a large variety of other financial matters.
Moneyaisle.com - an online auction
marketplace where consumers find great rates on Bank
CDs and High-Yield Savings accounts, absolutely
LowerMyBills.com - a one-stop
destination that enables you to compare rates from
500 service providers across multiple categories,
including home loans, credit cards, auto and health
insurance, and long-distance and wireless services.
Social Security Retirement Estimator
Estimator is a very easy to use on-line calculator
that helps you see an estimate of what your benefit
will be at age 62, at full retirement age, and at
Debt Collection video from the Federal Trade
It's especially important during
uncertain economic times that people know how to
manage not only their debt, but also their
interactions with debt collectors. To remind people
of their rights - and debt collectors of their
obligations - the FTC issued this video in English
2012 - Open Rating, Inc.,
a Dunn and Bradstreet company, issued a five star past
performance rating of the Society for Financial Education and
Professional Development, Inc. (SFEPD), based on a confidential
survey of its partners and sponsors. The following components
were included in the survey:
Summer applications for theFederal Diversity Internship Initiative
are due January 15, 2016! You still have time to pursue a
unique opportunity to intern with the federal government,
but you have to act now!
November, 2015 -
Ted Daniels pictured with Nat Sillin, VISA, Inc., Bill
Cheeks,Jump$tart Coalition for Personal Finanical Literacy,
Wynne Lum,Bank of America and Dan Hebert, Jump$tart
Coalition for Personal Financial Literacy at the 2015
Jump$tart National Educator Conference.
October 7, 2015 - Theodore Daniels, Founder and President of
Society for Financial Education and Professional
Development, Inc. (SFEPD) writes about how to change the
wealth gap in the
October 5, 2015 - UNCF and Lilly Endowment announce a $50
million initiative to better prepare students for 21st
Century Jobs. Click
here for more details.
August 5, 2015 - The U. S. Federal Financial Literacy and
Education Commission 2015 report recognizes the Society for
Financial Education and Professional Development, Inc. for
its work with college students. Click
here for more information.
R. Daniels served
as a key expert in the development of the Asian Pacific
Economic Cooperative Guidebook on Financial and Economic
Literacy in Basic Education. The Guidebook demonstrates how
to design and implement learning activities related to
financial and economic literacy in primary and lower
secondary schools. To review the guidebook click here.
Browse to our Archive page
for previous news releases, newsletters, and other information.
BusinessInsider.com describes four
tax breaks every college student should know about. With the
national student debt past the $1 trillion mark, now would be a
good time to review some of the most lucrative tax breaks for
ASSISTANCE - Employees can exclude up to $5,250 annually in
employer-provided education assistance from income and
employment taxes, while employers can deduct up to $5,250
annually for qualified education expenses paid on behalf of an
employee. The 2012 Act makes these provisions permanent.
SCHOLARSHIPS - The 2012 Act makes permanent the exclusion from
income for income tax purposes of scholarships from the National
Health Services Corps Scholarship Program and the Armed Forces
Did you know...?
Based on data from the Center on
Budget and Policy Priorities and the Social Security
Administration, 54.8 percent of Americans 65 and older receive
more than 50 percent of their income from Social Security
benefits. Additionally, 25.7 percent receive more than 90
percent of their income from Social Security benefits.
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