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]

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, for Northern California events; and Bill Spaniel, CalCPA public relations manager, bill.spaniel@calcpa.org or (818) 546-3552 for Southern California events.

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