Financial Education Classes

 

Modern & Practical Personal Finance

Businesses

A financially stable individual is more likely to be a consistently productive employee.

Whether your goal is to reduce employee absenteeism, increase productivity, or meet regulatory mandates such as those required by ERISA we can craft a program that addresses your needs. 

Customizable
In-person
Over the phone
Via Computer
Efficient
No Judgments
No homework
Just the tools you need

Schools

It's important to start learning good financial habits as early as possible to build a solid foundation to grow from.

Our Curriculum Levels

Adult

College

High School

Middle School

3-5th Grade

PK- 2nd Grade

Customizable
In-person
Over the phone
Via Computer
Efficient
No Judgments
No homework
Just the tools you need

Local Groups

Empower members of your group with the financial skills that are essential to succeed in today's fast paced world.

When group members are thriving financially they often have more time to volunteer and more flexibility to contribute to community organizations and those in Springfield and Eugene Oregon are no exception.

Customizable
In-person
Over the phone
Via Computer
Efficient
No Judgments
No homework
Just the tools you need

What is Financial Literacy?

 

"Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual's personal, family, and global community goals." -National Financial Educators Council

Key Concepts of Financial Literacy 

  • Financial Psychology

  • Savings, Expenses, & Budgeting

  • Account Management

  • Loans & Debt

  • Risk Management & Insurance

  • Investments and Financial Planning

  • Skill Development

  • Jobs & Careers

  • Credit Profile

  • Economic & Government 

    Influences

Financial Education Program Design

 

Successful programs include these four elements:

 

Clear Programming Goals

We identify what you want to accomplish and use the principle of backwards design to develop your program.

We set quantifiable goals, identify any organization specific constraints, and develop clear measurement objectives.

 

Personal measurements can include

  • Current Financial Wellness

  • Financial Sentiment (feelings)

  • Willingness to modify behaviors

  • Content Knowledge

  • Savings & Investments

  • Debt Load

  • Credit Score Results 

  • Wage Garnishment

  • Retirement Plan Contributions

Organizational measurements include

  • Meeting Regulatory Mandates

  • Absenteeism Levels

  • Productivity Measures

  • Revenue

  • Brand Enhancement

NFEC Certified Financial Edcation Instructor.

 

A critical driver of a successful, credible program is having local competent educators.

Todd Mann is an NFEC Certified Financial Education Instructor who provides financial literacy workshops, keynote speaking, and program development in and around Springfield, Oregon. He also serves groups across the United States that are looking to build financial education programming that makes a meaningful difference in the lives of participants. He has spent 10 years in education at all levels including the last six as a university professor. He is a fully licensed financial professional and owner of Todd Mann Financial Services.

 

Todd is a financial literacy champion. It is his mission to break the "cycle of struggle" for the people of Springfield, Eugene, and Lane County. 

 

High-Quality Materials

The next step is to ensure that you have access to high-quality materials.               

 

 

Topics covered through engaging and interactive activities

Aligned with personal finance and educational standards

Practical lessons encourage students act

Flexible, modular design accommodates any schedule

 

The NFEC’s financial literacy curriculum is 100% independent and the organization’s sole purpose is to improve participants’ financial capabilities. No advertising, promotions, or product recommendations are contained in any of the NFEC’s material.

 

Empirical Evidence of Program Impact

A successful financial education program design

Conduct comprehensive pre- and post-testing and longer-term measurements that demonstrate behavior change.

Participant Recognition

We can provide standards-based assessments that demonstrate achievement of a set of learning outcomes. This enables us to provide certification that is independent verification of the participants' success. 

 

Qualified Educator

The Curriculum

 

Our flexible, modular design accommodates any schedule and the financial education needs of any organization

Have Questions?

TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477.  

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

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TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |  Todd@ToddMannFinancialServices.com

Investment advice is offered through Belpointe Asset Management, LLC.

Insurance and annuity products may be offered through D.H.Hill Securities, LLLP.

Securities are offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC.

D.H.Hill Securities, LLLP, Todd Mann Financial Services Inc., and Belpointe AssetManagement, LLC are not affiliated entities.

Todd Mann is currently insurance licensed in the states of Oregon, New Jersey, and Wisconsin.

 

Check the background of this financial professional on FINRA's BrokerCheck

Todd Mann Financial Services has implemented security measures designed to protect the personal information you share with us, including physical, electronic and procedural measures.