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 and save on taxes, plus 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 [PDF]
Dollars & Sense Q&A [PDF]
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 based on topic. You can also mix and match to put together 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!
