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:


Automotive Financing

Retirement Planning

Estate Planning

Risk Management / Insurance

Credit Management

Personal Money Management

Life Cycle

Financing College Costs


Banking and Investments

Investor Education

Investment Allocations

Wealth Building

To schedule a workplace seminar, please contact

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