SEC Joint Investor Roundtable

SFEPD was honored to participate in the two-day SEC-NASAA-Georgia Secretary Of State Joint Investor Roundtable. These public roundtables were an opportunity for investors, regulators, and members of the investment community to share their experiences with SEC staff and discuss topics that are important to them, such as securities fraud and feedback on SEC rulemaking.

Held on Wednesday, March 27 at the University of North Georgia (Dahlonega, GA), and Thursday, March 28 at Dalton State College (Dalton, GA), both schools had a large number of first-generation and minority college students in attendance.

L-R: Dywane Hall, SFEPD Financial Educator; Nekia Hackworth Jones, SEC Director of the Atlanta Regional Office; Kamila Elliott, Collective Wealth Partners; Ted Daniels, SFEPD Founder & President; and Hester Pierce, SEC Commissioner

Quarterly Talks with Ted

We thank our special guest Eric Pan, President and Chief Executive Officer of the Investment Company Institute (ICI), for joining us for the first Quarterly Talk with Ted of the year and shedding light on Diversity in the Asset Management Industry.

At SFEPD, we believe in fostering conversations that matter. These webinars provide a platform to explore important issues and share valuable information. Thank you to everyone who participated and engaged in the conversation.

SFEPD Financial Educators

SFEPD Financial Educators are continuing to spread our mission to enhance financial and economic literacy and to promote the professional development of individuals and communities through our Mind Over Money Skills presentations at HBCUs. Email us today at [email protected] to schedule a presentation on your campus.

Marcus Creighton, Harris-Stowe State University

Daphne Wright, Rust College

Denise Murray, University of the District of Columbia

Marcus Creighton, Virginia State University

Dr. Dennis Kimbro and Dywane Hall, Clark Atlanta University

ERBI Issue Brief Explains Retirement Savings Plan Change

SECURE 2.0 has many provisions aimed at improving the retirement plan system. One provision within this legislation, focused on increasing the savings of lower-income workers, is changing the current Saver’s Credit to a match. In this provision, the federal government would make a matching contribution to a qualified retirement plan for lower-income workers. The match would be directly added to the individual’s qualified retirement plan after the worker applied for the match. This provision is scheduled to go into effect in 2027.

For more information, visit the ERBI site here.

Coming Soon

// CONNECT WITH US //