Dollars & Sense Workshops


CalCPA’s Dollars & Sense program brings a panel of CPA experts to workshops hosted by legislators, community groups, schools and businesses to help improve Californians’ financial literacy. The workshops provide tips on how to better manage your money, improve savings and investment strategies and save on taxes, plus we can customize to meet your group's needs if one of our existing programs doesn't fit.

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.

Dollars & Sense Quick Facts [PDF]
Dollars & Sense Q&A [PDF]

Following are our most popular Dollars & Sense workshops:

General
Español
High School
College
Careers
Marital Status
Parents
The Sandwich Generation
Home Ownership


Military Reserves
Retirement
Life Crisis
• Unemployment
• Bankruptcy
• Death
• Disaster Preparedness
• Disaster Recovery
Small Business Owners

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!  


TESTIMONIAL

“When we decided to start a financial literacy program at the University of California, Santa Barbara, we contacted CalCPA Institute about their Dollars and Sense Program. Bill Spaniel and his colleagues were extremely attentive and helpful as we planned our session. We had over 250 students RSVP for the event and CalCPA members came to our campus and delivered a well organized and informative Dollars and Sense presentation. It was well received not only by our students, but also the faculty and staff that were present. If you are considering providing this vital service to your student body, I highly recommend that you choose CalCPA Institute to deliver this message on your campus. They are a very professional organization and passionate about educating the public on personal finance issues. We are already working out the details to bring them back in the Fall!”

—Michael M. Miller
Associate Director, Operations
Financial Aid Office
University of California, Santa Barbara