Financial Literacy and You

By Susan Jacobson, CPA

As your chapter’s financial literacy champion, I wanted to address how CalCPA is involved in the financial literacy effort and how you can get involved. CalCPA’s financial literacy program has provided a way for members to give back to their communities by introducing important financial topics through the Dollars & Sense program. This program offers workshops that provide tips on how to better manage your money, improve savings and investment strategies, and save on taxes. The workshops can be customized to meet the audience’s needs if one of the existing options doesn’t fit. You can view workshop content and more information online.

CalCPA also has a very active student outreach program, which reached more than 11,000 students last year. Outreach volunteers can teach a personal finance lesson on money management, careers, budgeting, savings and investing, managing credit or insurance. Most presentations last 50 to 60 minutes, and all volunteers receive curriculum guides and visual aids. Each student receives a financial literacy student workbook, Quest magazine and a money management brochure. In addition, we encourage all volunteers to show the “MoneyTalks” and “Bring It On” DVDs.

If you are interested in volunteering, you can update your volunteer preferences in your CalCPA member profile, or contact Crystil Turner, CalCPA’s community outreach manager. For more information on CalCPA’s student outreach programs, including how to schedule an event or volunteer, plus additional resources, go online.

Of course you can also contact me as your chapter champion.

This entry was posted on Wednesday, September 23rd, 2009 at 11:00 am and is filed under President's Message. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.