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Train One, Teach Thousands. Financial Literacy in Florida and the Impact on Your Business


For people to successfully use financial services and markets, they must have some degree of financial literacy. According to the Financial Industry Regulatory Authority, 63% of Americans are categorized as "financially illiterate."

Financial illiteracy knows no income boundaries. While there is a relationship between financial illiteracy and poverty, some very wealthy people are financially illiterate. The National Financial Educators Council estimated that in 2017 alone, lack of knowledge about personal finance cost Americans over $280 billion dollars. That’s a lot of moolah.

Without an understanding of key concepts in finance, it makes it difficult for the majority of the population to make the right decisions – and to build wealth. For anyone working in financial services, it's easy to understand the threat that financial illiteracy has on your business today and in the future.

Join us for breakfast as we discuss ... Economically, what defines financial literacy? What is the difference between financial literacy and financial planning? How can FPA support financial literacy?

For the Financial Planning Association of Tampa Bay, Mark’s work as a lobbyist for FCEE has led to an understanding to share about Financial Literacy and the economic impacts of teaching students and teachers. The Financial Planning Associations in Florida have advocated for Financial Literacy in high schools for years. Mark will provide an update on the status of the bill in Florida’s Legislature requiring ½ credit in Financial Literacy for high school graduation and review the National Standards for Financial Literacy which provide a framework for teaching personal finance in kindergarten through 12th grade.

This session has been accepted for one (1) hour of continuing education by CFP Board, The American College. 1 Unit for Registered Financial Consultants.

Monday, April 29, 2019
7:45 AM - 9:00 AM

Location

The Centre Club
8th Floor
123 W Westshore Blvd
Tampa   FL   33609
(813)286-4040
 
Website for Location


Speaker


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FPA Members - $25

Non-members - $35

Students - $10

Agenda

 


Mark Anderson
Mark Anderson

Apr 29 2019 8:00AM


The Cost of Financial Illiteracy




Speaker Profiles

 


Mark Anderson
Mark Anderson

Having served as senior legislative staff under two Senate Presidents, two Speakers of the House and two Governors, Mark knows Florida’s decision-makers and the legislative process inside and out. With a wealth of government experience and a network of impressive relationships from across the state, Mark has an impeccable reputation and enjoys the trust and respect of his colleagues and Legislators from both political parties. In 2002, Mark put his extensive government experience to work and established his own government affairs practice right here in Tampa. In 2011, he relocated his firm to our state Capitol . Over the last several years, his firm has grown from two clients to more than twenty-two on a wide range of issues, including Education, Transportation, Local Government, Economic Development and Appropriations.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®PACERFC
Apr 29, 2019 The Cost of Financial Illiteracy Mark Anderson 8:00 A 1.00 1.00 1.00



Registration Fee
Member
$25.00
 
Non-Member
$35.00