Dollars & Sense Workshops

CalCPA’s Dollars & Sense program consists of CPA-led workshops hosted by legislators, community groups, schools and businesses to help improve Californians’ financial literacy. These workshops provide tips on how to better manage your money, improve savings and investment strategies, save on taxes, and more.

Each workshop includes a presentation and dynamic Q&A that participants walk away from with valuable information that meets their specific financial needs and helps them to build financial security.

• Basic Workshop
• Dollars & Sense Q&A
• Basic Workshop (Spanish)
• Dollars & Sense Q&A (Spanish)

The Dollars and Sense workshops can be customized to meet the demands and interests of your group. Here are some suggested additions to our basic workshop. You also can mix and match to create your own.

• College Students
• Careers
• Home Ownership
• Life Crises
• Marital Status
• Parents
• Retirement
• Sandwich Generation
• Small Business

To request a Dollars & Sense event in your community, contact CalCPA at outreach@calcpa.org.

CalCPA Members:
Be a Financial Literacy Volunteer
Thank you to our volunteers!