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Our Mission...
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.
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Our Expertise... 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 "Your Future Counts," which
includes "Credit Management” and “Personal Money Management”
seminars for college students. Investor Education and
Homeownership seminars are also presented.
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 70 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. |
Downloadable brochure (PDF
files, requiring Adobe Acrobat)
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The SFEPD
Newsletter - current and past issues
Winter 2012
Fall 2011
Summer 2011
Spring 2011
Winter 2011
Fall 2010
Summer 2010
Spring 2010
Winter 2010
Fall 2009
Summer 2009
Winter 2009
August 2008
May 2008
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Specialty Sites
Financial calculators
- 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 free.
LowerMyBills.com - a one-stop
destination that enables you to compare rates from over
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
- The
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 age 70.
Debt Collection video from the Federal Trade
Commission -
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 and Spanish.
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Click
here
to join our mailing list
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425 Ways to Stretch Your $$$$ is
a book that offers practical,
easy-to-implement tips to help you save
money. Click on the image to purchase and
download a copy. |
Some helpful links
The Bad
Credit Hotel - a game to help you improve your
credit score.
Yahoo
Finance
for stock quotes and market news
Savings
tips from the "Choose
to Save" Website
Morningstar
for stocks and mutual funds
Lipper
Financial Services for research and analysis
of mutual funds and other collective investments
Scholarship
Opportunities
An extensive listing of scholarships that you can
apply for
About Mutual Funds
Federal Trade Commission - resources for
preventing, detecting, and reporting identity theft.
USAJobs
is the official job site of the U.S. Federal Government.
It's your one-stop source for Federal jobs and
employment information.
Mutual Funds: Investing in America's Future -
A directory of mutual funds who are members of the
Investment Company Institute.
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2011 - Open Rating, Inc.,
a Dunn and Bradstreet company, issued a four and one-half 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:
- Reliability
- Cost
- Order Accuracy
- Delivery/Timeliness
- Quality
- Business Relations
- Personnel
- Customer Support
- Responsiveness
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Parent and Child
Talk |
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Kevin: Uncle Ted I’d like to
borrow $500.00 from you. I can pay it back one year from now.
Uncle Ted: Well, Kevin, if I
loan you $500, you will have to pay me $525 one year from now.
Kevin: Uncle Ted that’s not
fair. I’m your nephew. You shouldn’t try to get a profit from
me. Uncle.
Ted: You’re wrong Kevin. I just
don’t want to lose money for doing you a favor. You must realize
that if I loan you the money I will have to take it from
investments earning 5% that I currently own. Therefore, I’m
asking you to pay me the $25 I would have earned if I hadn’t
loaned you the $500. Now doesn’t that sound fair?
Kevin: I guess you’re right
Uncle Ted. You should not be penalized for trying to help me. |
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News |
| Read CEO
Theodore Daniels'
blog on the Huffington Post.
Latest entry (January 12) -
"New Year's Resolution: Take Charge of Credit/Debt
Management" |
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Browse to our
Archive page
for previous news releases, newsletters, and other information.
SFEPD Archive

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Did you know...? |
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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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