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CalCPA Institute

 

360 Degrees of Financial Literacy

Dollars and Sense Toolkit–Life Crisis

Money Management

  • Don't Let a Pink Slip Put You in the Red 
  • Budget Your Way to Financial Security
  • Sample Budget
  • Job Hunting Costs: What You Can and Can't Deduct
  • Achieving Your Financial Goals
  • Bankruptcy Offers Fresh Start, But Makes Credit Difficult

    Insurance 

  • Health Insurance Does Not Cover Everything

    Estate

    •
  • Making Sense of Funeral Costs and Arrangements
  • Minimizing Taxes Through Estate Planning

    • To request a Dollars & Sense event in your community, contact Bill Spaniel, CalCPA public relations manager, bill.spaniel@calcpa.org or (818) 546-3552.

    To volunteer to participate in future Dollars & Sense events, please edit your profile under "Volunteer Opportunities."