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Published on: 10/7/2008
Last Visited: 8/3/2008
Washington, DC, May 30, 2008—Society for Financial Education and Professional Development's President and Founder, Theodore R. Daniels, who serves on President George W. Bush's Advisory Council on Financial Literacy, addressed federal employees at the Office of Personnel Management's "The Art of Retirement Readiness" training event held in Anaheim, California, May 6-9, 2008.
Mr. Daniels, a former Federal employee, served as keynote speaker to 360 benefit officers who represented various federal departments and agencies located throughout the United States of America on the importance of providing financial education in the workplace, particularly as it relates to retirement education.Mr. Daniels, as Council member, spoke in two capacities in which he promoted financial literacy and as a representative of this organization where he gave the attendees an outline or model for a financial literacy program that could be used by their department or agency.This event included a variety of workshops to increase employees' knowledge of Federal benefits programs, as well as financial education programs.
Mr. Daniels stated that: "The lack of a financially literate society causes the financial resources of households and the country to be used in an inefficient manner, thus hurting the financial viability of families, the ability to create wealth, and the country as a whole."He went on to state that the provision of financial education could be a life-changing event for many employees.
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Washington, DC, April 24, 2008- Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development participated in a panel discussion at Kappa Alpha Psi's Sixth Annual "Kappas on Capitol Hill" Legislative Conference.
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Mr. Daniels spoke on the Federal government's policy regarding the provision of financial literacy for all Americans and provided suggestions as to how the fraternity's membership may serve as a catalyst within their communities to help build public awareness of available financial literacy resources.He also provided information about President Bush's Advisory Council on Financial Literacy and encouraged members to submit comments in response to the Federal Register published on March 19, 2008, which identifies the areas that the Council will address.
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January 22, 2008 - Theodore Daniels named as a member of the President's Advisory Council on Financial Literacy
In a White House ceremony, Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development, was one of several prominent citizens who were appointed by president George W. Bush to the President's Advisory Council on Financial Literacy.
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Mr. Daniels can be seen behind the president's left shoulder.
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October 30, 2007 - Theodore Daniels, President and CEO of the Society for Financial Education and Professional Development was a featured guest on the radio show, "For Your Benefit."
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February 27, 2007 - Theodore Daniels speaks at a Two-Day Summit on Kindergarten through Postsecondary Financial Education
Washington, DC —The Society for Financial Education and Professional Development's (SFEPD) founder and president, Theodore Daniels, recently spoke at the U.S. Department of Education on February 21, 2007.As part of Taking Ownership of the Future: The National Strategy for Financial Literacy, the U.S. Department of Education and the U.S. Department of Treasury hosted a K-12 through Postsecondary Financial Literacy Literacy Summit.
The Summit discussed the challenges involved in teaching young people about money.Financial education practitioners from around the country discussed innovative techniques used to improve youth financial literacy.
Mr. Daniels spoke and participated in a panel discussion regarding the provision of financial education at postsecondary institutions.He provided information about the seminars/workshops that SFEPD is currently providing to students of historically black colleges and universities.In addition, he shared the challenges and experiences of teaching financial education to this population.
December 12, 2006 - The Society for Financial Education and Professional Development Announces the Appointment of Theodore R. Daniels to the Certified Financial Planners Board of Governors
Washington, DC, —The Society for Financial Education and Professional Development (SFEPD) today announced that Theodore R. Daniels, Founder and President of SFEPD has been appointed to serve a four-year term on the Certified Financial Planners Board of Governors beginning January 2007.
The Certified Financial Planners Board of Governors establishes standards and governance policy for all 53,000 certified financial planners in the United States of America.Mr. Daniels has previously served as a member of CFP Board's Consumer Advisory Council.
Mr. Daniels has more than 32 years of experience in the areas of financial management and investments.His background includes publishing a financial newsletter, syndicating a financial education column on personal finance, and producing a syndicated financial education television series broadcast on the Public Broadcasting System (PBS) and cable systems located nationwide for over 11 years.Mr. Daniels has designed, developed and conducted seminars as well as frequently served as a seminar speaker for large and small organizations of national prominence.He has also served as a financial advisor for many years.Over last four years he has developed and presented personal financial literacy training to students who attend colleges and universities located throughout the country.
He has a Bachelor of Science degree from Fort Valley State University and Bachelor of Laws degree from John Marshall School.He is a registered investment advisor.
He is also a honorary member of the Golden Key Honor Society.
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Mr. Theodore Daniels, President and CEO, Mrs. Una Daniels-Edwards, Vice President of Program Coordination and Outreach, as well as the seminar presenters, Mr. Dwyane Hall, Gregory Kendall, and Ms. Daphne Wright were there to accept the awards.
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Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development served on The Washington Post's Speaker Series panel, held at the University of Maryland University College (UMUC) in College Park, Maryland on Saturday, March 11, 2006.
The topic of the meeting was titled "Managing Your Finances and Affording Your Higher Education Goals."Mr. Daniels stressed the importance of managing your finances during the period when an individual is pursuing higher education.For example, he told the audience of UMUC students to:
a) Control their living expenses, e.g., transportation, utilities, food, etc.;
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Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development was invited to serve as guest speaker at the U.S. Department of Treasury which coordinates the efforts of the Federal Financial Literacy and Education Commission.
At the Commission's meeting, held on January 31, 2006, Mr. Daniels provided members of the Financial Literacy and Education Commission and individuals representing other national organizations with an overview of his organization, the goals of the program, and reviewed the types of seminars that are currently being presented to students of over 61 historically black colleges and universities nationwide.He also shared the positive impact that his program has had on students, by sharing program evaluation results submitted by college students who attended the organization's seminars.
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Theodore R. Daniels, President and CEO of the Society for Financial Education and Professional Development, announced a $750,000 grant from HSBC-North America to fund credit and personal money management training for more than 20,000 students of historically black colleges and universities.Mr. Daniels stated: "We expect this project will inspire young men and women to share their knowledge with families and friends and will enhance financial literacy in the African-American community at large."
November 2004
Society CEO named to advisory board
Theodore R. Daniels, the President and CEO of the Society for Financial Education and Professional Development, has been chosen to serve as member of the Certified Financial Planners Consumer Advisory Council.
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