Quarterly Talks with Ted

Join the Society for Financial Education and Professional Development, Inc. President and Founder Ted Daniels for quarterly conversations with thought leaders in the financial and education sectors discussing today’s most relevant topics.

CALENDARTOPICSPECIAL GUEST(S)
28-Mar-24Diversity in the Asset Management IndustryEric Pan, President and Chief Executive Officer of the Investment Company Institute (ICI)
7-Dec-23Medicare & CreditRod Griffin, Senior Director of Consumer Education and Advocacy for Experian
28-Sep-23Diversity, Equity & Inclusion in the Financial MarketsJaime Lizárraga, SEC Commissioner
29-Jun-23The Cost of Financial IlliteracyVince Shorb, Founder & CEO, National Financial Educators Council
20-Mar-23Financial Security: Today & TomorrowAngela Antonelli, Research Professor and Executive Director, Center for Retirement Initiatives, Georgetown University’s McCourt School of Public Policy

Kendra Kosko Isaacson, Pensions Policy Director and Senior Tax Counsel
for Senator Patty Murray.
1-Dec-22The Impact of Financial LiteracyDr. Beth Bean, Senior Vice President, Research and Impact, National Endowment for Financial Education (NEFE)

Tim Ranzetta, Co-Founder of Next Gen Personal Finance
29-Sep-22HBCUs Leading the Way to Economic Well-BeingDuwain Pinder, Partner, McKinsey & Company

Darrell K. Williams, President, Hampton University
30-Jun-22Economic EquityDr. William Rodgers, Vice President and Director, Federal Reserve Bank of St. Louis

Dr. Jacqueline Scott, Associate Professor of Philosophy, Loyola University Chicago
31-Mar-22Black Women and InvestingNekia Hackworth Jones, Director, SEC Atlanta Regional Office

Click on the topic to watch the replay on YouTube.

SFEPD Quarterly Talk Anonymous Testimonials

“Great format, especially for a webinar or virtual session. Mr. Daniels showed great skill as the moderator in keeping the discussion focused and on addressing the lack of economic equity for African Americans. Both presenters had a wealth of knowledge and presented enlightening concepts and strategies that shed light on what drives the economy & ho economic cycles impact the decision making that dictates levels of security and stability. It raised both my level of consciousness & concern.”
“Very insightful discussion about the continuing wealth disparity in America and the importance of educating the minority population on the financial market and how to build wealth. The format of the talks is excellent for introducing and reinforcing points of discussion.”
“I will admit that I knew hardly anything about the Secure 2.0 Act and its implications on retirement savings. Thank you so much for hosting these great speakers!”
“It was great to hear about the broader topic of retirement plans in general and then learn more about the work taking place on Capitol Hill and how it impacts our financial security.”
The information that was shared was very eye-opening. While we’ve come so far, we still have a long way to go with financial literacy.
It was so great to hear about the strides being made into getting mandated financial education curriculum on each state level.  I especially appreciated the tips shared on how to work on the local level to find a champion for teaching financial literacy in our schools.
“People don’t know what they don’t know…often don’t know what questions to ask to get on track. As educators, we have to keep putting financial literacy info in their faces, so they know there is help and resources available.”