Society for Financial Education and Professional Development
Home About Us Seminars Seminar Schedule Partners and Links FAQs Contact Us
 
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.


The Third Annual Financial Literacy Leadership Conference

"Financial Literacy: Next Steps"

The Third Annual Financial Literacy Leadership Conference will give you the opportunity to gain important information, strategies, and partnerships to help you enhance the financial literacy of your constituent group, institution, organization or community. The theme of the conference is: “Financial Literacy: Next Steps.” There will be financial education experts, senior administration officials and special guest speakers along with key panelists to present and discuss issues and strategies that have never been discussed before in a forum of this kind. Moreover, you will have the opportunity to present your perspective and interests regarding matters that will help you become more effective in the delivery of financial education.

Click here for the conference schedule.


Ray Martin, CBS Personal Finance Contributor for The Early Show, CBS'
morning and evening news and CBS MoneyWatch, will serve as luncheon
speaker for the Third Annual Financial Literacy Leadership Conference.

Make your Plans Now

To register for the conference, please click here.

The registration fee is $175.00; late registration fee $200.00 For accommodations call Crystal Gateway Marriott at 703-271-3230. The discounted conference rate is $229.00/night, plus taxes, single or double occupancy until September 24, 2010. Early-bird registration ends September 24, 2010 at 5:00PM (EST).

Highlights of Conference Subjects

  • Understanding Gender and Money Personalities
  • Cultural Differences and Financial Education
  • Methods and Strategies to Market Financial Education
  • Methods and Strategies to Provide Financial Education for People with Disabilities
  • What Every Financial Educator Should Know About the Credit Card Act of 2009 and Financial Reform
  • Financial Literacy Research, Surveys, Evaluation and Analysis
  • Methods and Strategies to Provide Financial Education to the Elderly
  • Methods and Strategies for Teaching Financial and Economic Education to Children

Click here for a downloadable flyer (PDF format)


Testimonials from the 2009 Conference (Click here for a slide show of last year's Conference)

“An extraordinary gathering of legislators, business leaders, educators, directors of non-profit and government agencies, all of whom are passionate about the need for quality financial literacy programs in this country. The strong commitment to a common cause from such diverse group was palpable and inspiring, thanks to the leadership and vision of Ted Daniels, President and CEO of SFEPD.”
 - Eleanor Blayney, Consumer Advocate for Certified Financial Planners Board of Standards

“SFEPD provides an exemplary opportunity for networking and learning for those who share a passion for improving the financial security of American individuals and families.”
 - Jane Schuchardt, USDA/CSREES/ECS

“When we attend your conferences, there is a ripple effect that has been proven to expand the depth of knowledge to local classes. We are very appreciative of all the efforts of the Society for Financial Education and Professional Development in fulfilling your mission of increasing financial literacy among all Americans. Your annual conference is at the center for learning new strategies for financial education.”
 - Kathy Jones, Homeownership and Relocation Services Fairfax County Department of Housing and Community Development

“I had the pleasure of attending your conference earlier this year and hearing several excellent presentations. I commented to my colleagues back at the office that I had never taken so many notes in my life as I was so impressed with the volume of information provided. I was also impressed by the organizational provisions of the day - absolutely wonderful.”
 - Angie Carrera, Office of Public Private Partnerships, Fairfax County Government.

 


Core Values

  • Progressive and innovative to ensure individual and organization success.

  • Satisfy our commitments.

  • Focused on customer service.

  • Add value to our partners' programs and initiatives.

  • Utilize the best talents to ensure responsiveness to partner needs.

  • Seek ways to enhance our knowledge and experience to ensure that we are at all times ready to meet the needs of our partners

 

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.


The SFEPD Newsletter - current and past issues

Summer 2010
Spring 2010
Winter 2010
Fall 2009

Summer 2009
Winter 2009
August 2008
May 2008

Click here to join our mailing list

 

 

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.

 

News
 
CEO Theodore Daniels was quoted in a recent article, "Financial stress responsible for high dropout rates, but those who survive can thrive."

The first annual report of the President's Advisory Council on Financial Literacy has just been released.  It is now available on the Treasury website


 

Browse to our Archive page for previous news releases, newsletters, and other information.

SFEPD Archive

 

Did you know...?

Millions of U.S. Taxpayers are eligible to claim the earned income tax credit, which can be worth as much as $4,824. Can you get this? For more information, browse to this article.

If you make more than the median income where you live, the law prevents you from filing bankruptcy.  You will be required to repay your debts over a three to five year period.

U. S. Department of Education reported that 9 million students submitted the “Free for Federal Student Aid (FAFSA) form for the 2008-2009 school year.

You can now lock down your credit history at all three major credit bureaus, to guard against identity theft.

A new bill passed by Congress will significantly increase funding for financial aid for college.

 
 


President and CEO: Theodore R. Daniels
tdaniels@sfepd.org

P. O. Box 23558
Washington, DC  20026

Copyright © 2009 Society for Financial Education and Professional Development. All rights reserved

No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on this Site or by any hyperlinks to or from any third party websites or pages.