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.
Registration is Open!
Annual Financial Literacy Leadership Conference
Click here for the Conference Schedule
(click below to go to the
Dear Friends, Colleagues, and
Join outstanding financial educators,
researchers, Federal and state policymakers,
financial and educational institutions at the
SFE&PD's 8th Annual Financial Literacy
Leadership Conference October
26th - October
You will feel energy and excitement
vibrating throughout the conference as you are
surrounded by individuals who are committed to
helping others improve their lives by making
informed and sound financial decisions.
The conference offers the opportunity to gain
new knowledge and strategies to take your
financial literacy program to the next level.
Moreover, conference attendees will have a
chance to spend time with noted financial
experts while picking their brains and hearing
about new ideas and opportunities. The
conference has added great value to the work
of individuals who attended previous
conferences. In fact, 100% of the
respondents to a survey of the 7th Annual
Financial Literacy Leadership Conference
attendees stated that the conference met their
expectations. Enjoy the chance to network with
esteemed colleagues and top-notch speakers in
the financial literacy field and find
innovative solutions to existing challenges.
Among the following topics that will be
- Culture and
- What Every
Financial Educator Should Know About
Social Security Benefits
Homeownership-Makeover of the New Home
Attainment and Financial Decision-Making
- What Does
Your Balance Sheet Say?
Conservative, Moderate, Progressive
- Coaching and Financial Decision-Making
Practices in Financial Education -
Colleges and Universities
Peer-to-Peer Presentations of Financial
Literacy Programs and Feedback
- What Every
Financial Educator Needs to Know About the
Affordable Care Act
- It Starts
Here-Pre-K through 12th Grade Financial
For additional conference details and
information about sponsorship and exhibit
Thank you for
your attention and response, we look forward
to seeing you at the event.
Theodore R. Daniels, Founder & President
Society for Financial Education and
Professional Development, Inc.
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.
Downloadable brochure (PDF files, requiring Adobe
Newsletter - current and past issues
Special Tax Issue 2013
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
to join our mailing list
Some helpful links
401(k) "Save the Max" Calculator
Employees can use it to determine how much to put away each pay
period to contribute the IRS maximum limit in 2013.
Education - offers resources to help you plan
for-and pay for- college.
Credit Hotel - a game to help you improve your
for stock quotes and market news
tips from the "Choose
to Save" Website
for stocks and mutual funds
Financial Services for research and analysis
of mutual funds and other collective investments
An extensive listing of scholarships that you can
About Mutual Funds
Federal Trade Commission - resources for
preventing, detecting, and reporting identity theft.
is the official job site of the U.S. Federal Government.
It's your one-stop source for Federal jobs and
Mutual Funds: Investing in America's Future -
A directory of mutual funds who are members of the
Investment Company Institute.
|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:
- Order Accuracy
- Business Relations
- Customer Support
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.
August 3, 2015 - SFEPD partner Ally
Named Money Smart Week's 2015 Strategic Partner
by Money Smart Week Michigan Coalition
This August 14, the Social Security Act will turn 80 years
On July 1, 2015, Ted Daniels conducted a Global Economics
and Personal Financial Seminar at the Jump$tart Coalition
for Personal Financial Literacy Teacher Alliance Training.
March 26, 2015 - Theodore R. Daniels, Founder and President
of SFEPD with fellow South Carolina State University's
College of Business Advisory Board members join Magic
Johnson at the college's Executive Speakers series event.
(Click on the photo for a larger version)
March 30, 2015 - Susan Baudoin, a member of SFEPD's Teacher
Advisory Council, receives Financial Education and
Capability Award for dedication and success in delivering
financial education in Prince George's County Public
Feb. 5, 2015 - Mr. Daniels was a guest on the radio show "Healthy,
Wealthy and Wise" on WURD 900 AM in
Theodore Daniels wrote two articles that were included in
Financial Literacy special publication
in the San Francisco Chronicle.
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
Browse to our
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.