Dollars & Sense Workshops
CalCPA’s Dollars & Sense program consists of CPA led workshops hosted bylegislators, community groups, schools and businesses to help improveCalifornians’ financial literacy. These workshops provide tips on howto better manage your money, improve savings and investment strategiesand save on taxes, plus more.
Each workshop includes a presentation and dynamic Q&A thatparticipants walk away from with valuable information that meets theirspecific financial needs and helps them to build financial security.
Basic Workshop
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Dollars & Sense Q&A
[PDF]
Basic Workshop (Spanish)
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Dollars & Sense Q&A (Spanish)
[PDF]
The Dollars and Sense workshops can be customized to meet the demandsand interests of your group. Here are some suggested additions to ourbasic workshop based on topic. You can also mix and match to puttogether your own.
To request a Dollars & Sense event in your community, contact Crystil Turner, community outreach manager, crystil.turner@calcpa.org or (650) 802-2494.
CalCPA Members:
Be a Financial Literacy Volunteer
Thank you to our volunteers!
