Workplace Seminars
SFEPD develops and presents customized financial literacy for organizations across the nation. We offer innovative financial education seminars for corporate, nonprofit organizations, and government agencies.
The seminars are designed to meet the needs of target audiences and increase the financial knowledge of participants to help them make informed decisions for their long-term financial well-being. SFEPD’s seminars are recognized by the U.S. Department of the Treasury’s Office of Financial Education for meeting their criteria for financial education programs.
Topics include:
Budgeting
Automotive Financing
Retirement Planning
Estate Planning
Risk Management / Insurance
Credit Management
Personal Money Management
Life Cycle
Financing College Costs
Homeownership
Banking and Investments
Investor Education
Investment Allocations
Wealth Building
Click here to download our Workplace Services Flyer & Information.
To schedule a workplace seminar, please contact info@sfepd.org.
Seminars in 2026
| COMPANY | SEMINAR | DATE |
| National Center for Children and Families | Budget & Credit Management | 28-Jan-26 |
| New York City Department of Transportation | Budgeting, Values, and Financial Goal Setting | 8-Jan-26 |
Seminars in 2025
| COMPANY | SEMINAR | DATE |
| New York City Department of Transportation | Budgeting, Values, and Financial Goal Setting | 18-Nov-25 |
| New York City Department of Transportation | Investor Education | 7-Nov-25 |
| New York City Department of Transportation | Credit and Debt Management | 27-Oct-25 |
| New York City Department of Transportation | Estate Planning | 21-Oct-25 |