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Financial Education Classes

 

Modern & Practical Personal Finance for Oregonians

Financial Education classes for businesses

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. 

Financial Education for Schools

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

Finanical Education for Groups

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.

Get an Instant Estimate for Oregon Financial Education Classes

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 

Savings, Expenses, & Budgeting

Account Management

Financial Psychology 

Loans & Debt

Risk Management & Insurance

Investments & Financial Planning

Jobs & Careers

Skill Development

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

 
Qualified Educator

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 six as a university professor. 

 

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 to 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

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. 

Certificate

The Curriculum

 

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

Financial Curriculum

Have Financial Planning Questions?

  • Check out our FAQ page here

  • Use our live chat service by clicking on the icon

  • Submit a question on the FAQ page here

  • Send an email to info@tmannfinancial.com

  • Or, just give us a call at 541-583-0093

Todd Mann Financial

HOME

ABOUT US

SERVICES

T. Mann Financial

 

By appointment, 8am - 8pm, 7 days a week


 (O) 541-583-0093  |  Springfield, OR  |  info@tmannfinancial.com

T. Mann Financial & Todd Mann offer Investment Advice through Todd Mann Financial Services Inc., a registered investment adviser located in Springfield Oregon.  Additional information about Todd Mann Financial Services Inc. is available on the SEC’s website at  www.adviserinfo.sec.gov. Insurance products and services are offered and sold through Todd Mann Financial Services, Inc. and individually licensed and appointed insurance agents.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The reference to fee-only services are in regards to wealth management and financial planning only. Insurance services may result in commissions paid to T. Mann Financial. 

Although the firm does not charge a fee for the complimentary initial 30-minute consultation, the consultation is intended to result in establishing an advisory relationship.

Click here for full disclosure.

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

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