Mission Statement

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The Foundation for Financial Education
A 501(C)(3) NONPROFI T ORGANIZATION
Mission Statement
Our goal is to spread financial literacy by bringing
educational resources directly to the public.
Provide current and relevant information at interactive and
entertaining workshops
Recommend practical courses of action that will enable individuals
to take charge of their finances
Give back to the community through volunteerism and scholarships
www.F3eonline.org
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(240) 499-0390
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[email protected]
The Foundation for Financial Education is a nonprofit, charitable organization formed under section 501(c)(3) of the Internal Revenue
Code. Donations to the Foundation for Financial Education are tax-deductible as charitable contributions for U.S. federal income tax
purposes. There are no donation limits or restrictions on contributions to the Foundation for Financial Education.
Fe
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The Foundation for Financial Education
A 501(C)(3) NONPROFI T ORGANIZATION
Benefits of an F 3 E Workshop
As an employer or organizational leader, you will be providing a valuable service to your employees or members that they will benefit from and thank you for. Because we are a nonprofit
organization, there is no charge for our workshops.
F3E workshops raise morale and empower the attendees to ‘step it up’ and take control of their
finances.
F3E workshops can assist in improving attendees’ health and wellness.
Our workshops are not sales events. We do not endorse any specific products or companies.
Our primary purpose is to provide generic education to the community by arranging for top
professionals in their respective fields to share their knowledge, advice, and experience with
the public.
Easy to Implement for EAP, HR, & Wellness Programs
Our nonprofit provides personalized flyers and educational material to help drive program
awareness, maximize participation, and encourage feedback from your employees.
www.F3Eonline.org/employer-benefits
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The Foundation for Financial Education
Popular Workshop Topics
Critical Social Security Changes
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Federal Benefits Best Kept Secrets
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IRA, TSP, & 401k Rollovers
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Estate Planning
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Retirement Planning
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Financial Pitfalls
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Financial Fitness
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The Foundation for Financial Education
Popular Workshop Topics
College Planning Strategies
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Modern Parenting Issues
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Finances For Women
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Federal Benefits 101
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Planned Giving
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Strategic Allocation
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Retirement Planning for Women
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Federal Leave and Earnings Statements
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The Foundation for Financial Education
Popular Workshop Topics
Taxes and the IRS
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Maximizing Your Financial Plan
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Financial Planning in Uncertain Times
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Social Security 101
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Financial Protection From a Security Breach
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Introduction to Real Estate
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Mortgages
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Real Estate, Real Opportunity
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Mortgage & Real Estate Opportunity
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The Foundation for Financial Education
Footprints of F 3 E
ABC Distributors
AC Home of Eureka
AFLAC
Alzheimer’s Association
American Occupational Therapy Association
American Society of Clinical Oncology
Appalachian Regional Commission
ARC
Asbury Methodist Village
Attronica
Berlitz Language Center
Bethesda-Chevy Chase Regional Services Center
Blair House
Bloomington Normal Christian Women’s Group
Building Owners and Managers Association
Borders Books
Brick Layers Union
Bureau of Alcohol, Tobacco, Firearms, &
Explosives (ATF)
Careers in Nonprofits
CENTRO Latino
Children's Home
Chris Lutheran Church
Central Intelligence Agency (CIA)
CINTAS
City of Rockville
City of St. Cloud FL
Clark Construction
Columbia Association
Community HousingWorks
Comtech Mobile Datacom
Congressional Caucus
COPE
Corporate Office Properties Trust (COPT)
Damascus Senior Center
DB Consulting
DC Cancer Consortium
Defense Nuclear Facility Safety Board
Department of Commerce (DOC)
Department of Energy (DOE)
Department of Homeland Security (DHS)
Downtown Clusters
Duke Realty Corporation
Environmental Protection Agency (EPA)
EAP- DC Chapter
Evergreen Village
Exit Realty, Frederick
Food and Drug Administration (FDA)
Federal Bureau of Investigation (FBI)
Federally Employed Women
Firefly Energy
Fish and Wildlife Services
Flannagan Rehab Center
Frederick Community College
Frederick County Public Library
Friendship Terrace
Gaithersburg High School
Georgetown Visitation Prep
Glenallen Elementary School
Global InfoTek
Good Shepherd Lutheran
Great Plains Media
Grosvenor Towers Apartments
Hughes
Humanim
Indian Health Service
Insurmark
JBS International
Jewish Foundation for Group Homes
Johns Hopkins University
Law Firm of Selzer, Gurvitch, Rabin, & Obecny
Llewellyn Realty
Lockheed Martin
Lurch, Early, & Brewer Law Firm
Lutherean Oaks
Macy’s
Marc Center Ill
Mark Center VA
MCO-FL Airport
Meadows Mennonite Retirement Community
Metro Offices
Mettler Toledo
Mid-Atlantic Federal Credit Union
Mid-Illinois Credit Union
Middlesex Chamber of Commerce
Mom's Day Out
Montgomery College
Montgomery County Commission for Women
Montgomery County Public Schools
Montgomery County Teachers Federal Credit Union
Mt. Calvary Baptist Church
National Archives & Records Administration (NARA)
National Defense University
National Cancer Institute
National Weather Service (NWS)
National Gallery of Art (NGA)
National Institute of Health (NIH)
National Institute of Standards & Technology (NIST)
NOAA
Noblis
Northern Virginia Urban League Young
Professionals Network
Nuclear Regulatory Commission (NRC)
Office of Personnel Management (OPM)
OSF Medical
Parent Academy
Peabody Institute
Pentagon
Pikesville Seventh-Day Adventist Church
Pontiac Boy Scouts
Potomac Adventist Book & Health
Food Store
Real Estate Teams, Frederick
Remax 2000 Realty
Rockland BBQ and Grill
Rockville High School
Rockville Innovative Center
Rockville Rotary Club
Rockville Spanish Seventh-Day
Adventist Church
Rockville Women’s Business Center
SAMHSA
Secret Service Florida
Shady Grove Innovation Center
Social and Scientific Research
Social Security Administration (SSA)
Special Needs Expo
St Johns Senior Group
St Raphael School
St. Pats Church
Staples
Substance Abuse & Mental Health
Services Administration
The Jewish Community Center
The Merchants Voice
The Surgery Center
The Wellness Community
Trinity Partners
University of Maryland
U.S. Army– Adelphi
U.S. Department of the Interior
U.S. Department of Justice (tax division)
USGS
Vinson Hall
Virginia Imports
Washington Convention Center
Weichert Realtors
Vinson Hall
Virginia Imports
Washington Public Library
Water Management, Inc
Weichert Realtors
White House Military Office
Willow Manor
WIND North
Wood Hills Apartments
WSSC
YGL of Bethesda
YMCA
F3E
The Foundation for Financial Education
July 15th, 2015
I first heard your founder, Jonathan Lee, when he came to speak at the DC Employee Assistance Professionals Association (EAPA) during the time I was the
President of the organization. He was fabulous. Every EAPA member that I’ve
spoken to about their experience with F3E has been thrilled with the financial education your nonprofit delivers to their employees. The resources you provide have
been invaluable.
I know there are other non-profits who have a similar mission; however, your level
of expertise and service has far exceeded others I have seen. It’s also helpful to
know that you are national and will continue to serve the different branches and
locations of our members across the country.
I want to personally thank you for making financial education a topic that everyone can learn from and implement in to their own lives to enable them to take
control of their financial futures.
Sincerely,
Sarah Steck
Sarah Bullard Steck, LICSW, CEAP, C-ASWCM
Steck Associates LLC
187 Westminster Ave, Suite 1
Arlington, MA 02474
202-423-3516 c
[email protected]
www.steckassociates.com
www.linkedin.com/in/sarahsteck
www.f3eonline.org
|
(240) 499-0390
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[email protected]
F3E
The Foundation for Financial Education
October 24, 2012
To Whom It May Concern,
It is with great pleasure that I write this testimonial to the exemplary services
provided by the Foundation for Financial Education (F3E). I have worked
with F3E since early 2011 shortly after coming to work with Immigration
and Customs Enforcement/Office of the Chief Information Officer (OCIO).
Over the past two years, F3E conducted several Lunch & Learn seminars for
OCIO and in doing so availed themselves to questions from staff around the
country. I personally found the F3E team and the CEO Jonathan Lee to be
highly professional, accommodating to busy schedules and most importantly,
gifted at speaking to the level of their audience. If you have an opportunity to
work with F3E, take it— you will soon know that they are passionate about
providing all clients with superior financial services!
Inga Mitchell, PMP
DHS | ICE | OCIO | WMD
Organizational & Employee Development
www.f3eonline.org
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(240) 499-0390
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[email protected]
F3E
The Foundation for Financial Education
To:
Jonathan Lee
From:
Subject:
Michael A. Richardson
Sr. Testimonial
I would like to add my name and endorsement to the list of thoroughly satisfied recipients
of information provided by the Foundation for Financial Education (F3E). In speaking to the
President/CEO Jonathan Lee, I recognized his passion about spreading financial
knowledge to everyone. Financial Literacy is desperately needed by all of us at every level
in our walk through this thing we call life. This has been proven by the historical setbacks
that we as a country have dipped into over the past 18 months. No matter what age we
may be, the presenter provides a wealth of knowledge available about our personal finances that can help us become more financially literate than what we think we are. The concept of providing good financial advice, for everyday people, which will encourage us to
think about preparing for the future, at NO Cost is a radical step that everyone can benefit
from. Jonathan and his team have put together the “A Team” of presenters, who are the
best in their respective fields.
Admittedly, I was a skeptic at first. I had positioned myself for retirement in less than 2
years. I just knew there was nothing additional that I needed to know. However, after sitting in one Lunch & Learn (1-hour session) on “Financial Blunders: Lessons We Can’t Afford Not to Learn” I realized there were subjects, concepts and pointers that I needed to
check with my Financial Advisor on and start putting into practice. I encourage every leader of your organization to pick any of the seminar topics they present, provide it to your
staff and employees, and I guarantee that you and your colleagues will benefit from the
information shared and they will thank you for the opportunity.
Michael A. Richardson, Sr.
Michael A. Richardson, Sr.
VP of Community Relations
Mid-Atlantic Federal Credit Union
www.f3eonline.org
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(240) 499-0390
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[email protected]
F3E
The Foundation for Financial Education
U.S. Department of Education Chapter
Blacks In Government (BIG)
400 Maryland Avenue, SW
Washington, D.C. 20202
To Whom It May Concern:
The U.S. Department of Education Chapter of Blacks In Government (BIG) has had the
pleasure of sponsoring workshops for the Foundation for Financial Education (F3E). These
very informative workshops have been extremely well-attended, even at the end of the fiscal year when employees are very busy. We've had a diverse population of 38 to 75 employees from a number of different offices register for three workshops, "Mid-Career Planning," "Estate Planning," and "Tax Planning" offered in July, August, and September.
Once employees attend, they re-register for the Foundation for Financial Education workshops and request materials for any missed sessions due to their work requirements. This is
not our experience with other presenters from other companies.
The presenters are very knowledgeable, cram a lot into a lunchtime presentation, have excellent handouts and materials, offer free assistance with wills and other services and reduced costs for more complex transactions. However, they never push their other services
while conducting workshops. They are especially adept at handling questions and offering
employees resources, many of which are online.
It is without hesitation that I strongly recommend the Foundation for Financial Education
to any agency or group that wishes to empower their employees to make sound financial
decisions in these more challenging economic times.
Best wishes,
Wanda E. Gill, Ed.D.
President
www.f3eonline.org
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(240) 499-0390
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[email protected]
F3E
From:
Sent:
To:
Subject:
The Foundation for Financial Education
Danielle D. Wilson-Saddler
Wednesday, April 29, 2015
[email protected]
Thank YOU!
Greetings,
We can’t thank you enough for the presentation at Monday night’s Parent Academy
workshop. We appreciate you generously donating your time and expertise to help support MCPS parents. People like you really make a difference.
We value your input so please let me know if you have feedback about the Parent Academy process.
If you have any questions or requests for additional information, please contact me. We
look forward to having you present at future Parent Academy workshops.
Sincerely,
Danielle
Danielle D. Wilson-Saddler
Instructional Specialist
Montgomery County Public Schools
Office of Community Engagement and Partnerships
301-279-6860
[email protected]
www.f3eonline.org
|
(240) 499-0390
|
[email protected]
F3E
www.f3eonline.org
The Foundation for Financial Education
|
(240) 499-0390
|
[email protected]