SFEPD President Ted Daniels Joins U.S. Treasury Financial Literacy Roundtable

On April 30, 2025, SFEPD President and Founder Ted Daniels participated in a prestigious Financial Literacy Roundtable hosted by the U.S. Department of the Treasury. The event, titled "Empowering Americans in Underserved Communities through Financial Literacy," brought together leaders from government, nonprofits, and the financial sector to discuss strategies for advancing financial education across the country. Mr. Daniels contributed SFEPD’s perspective on empowering historically underserved communities, particularly students at HBCUs, through innovative financial literacy initiatives. We’re proud to see SFEPD represented at the national level in such an impactful conversation.

SFEPD Founder & President Ted Daniels joins national leaders at the U.S. Treasury’s Financial Literacy Roundtable to discuss strategies for empowering underserved communities through financial education.

Una Daniels-Edwards, SFEPD; Olivia DiBiase and Rhonda Ashburn, AFSA Education Foundation; Kenya G. Davenport, Southern Bancorp; and Ted Daniels, SFEPD.

Laura Levine, Jump$tart, Rhonda Ashburn, Olivia DiBiase and Una Daniels-Edwards.

Bonnie Wallace, Wells Fargo Foundation and Ted Daniels.

SFEPD Student Ambassador Program Top Students

These outstanding students climbed to the top of the leaderboard by exceeding expectations and showing exceptional effort throughout the challenge. This year, we had a tie for second place—proof of the fierce competition and impressive skill on display. As a reward, the top performers each took home their choice of a laptop, iPad, or AirPods Max!

SFEPD Student Ambassador Stock Market Challenge

SFEPD Student Ambassadors had the chance to take part in our annual Stock Market Challenge—an engaging competition aimed at boosting their understanding of the stock market. Participants used $10,000 in virtual funds to build a portfolio of 4–6 stocks, which they researched, selected, and tracked throughout the challenge. Each week, Ambassadors reported their portfolio’s performance, sharing gains and losses. The students with the highest overall gains emerged as the winners of the competition.

Spring 2025 Graduates

Let’s give a big round of applause to our Spring 2025 SFEPD Student Ambassador Graduates! As you embark on this exciting next chapter, we hope your dedication to financial literacy continues to inspire those around you. Congratulations on reaching this milestone—your commitment and perseverance have paid off. We’re proud of all you've accomplished and look forward to seeing the amazing things your future holds!

Great Wealth Transfer

As the oldest among the baby boomer generation approach their 80s, younger Americans are standing on the brink of inheriting the wealth accumulated by their parents and grandparents. According to a recent Cerulli Associates report, this "Great Wealth Transfer" is expected to involve passing along an estimated $84 trillion over the next two decades — making financial literacy and money management vital skills for Americans to have.

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