Happy Thanksgiving! PLEASE NOTE:
CalCPA offices will be closed Thursday, Nov. 25 and Friday, Nov. 26, for Thanksgiving.CalCPA’s Customer Success team—and chat—will be back on Monday, Nov. 29.
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California educators, nonprofits, parents, community volunteers, state and local elected officials, financial literacy advocates and stakeholders and financial professionals will gather together with a common goal—to improve financial literacy.
This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.
Our final roundtable for this year will be held on Thursday, Sept. 29 on the campus of California State University, Los Angeles.
Major subjects addressed:
View the flier.
Admission is complimentary and includes 3 hours of CPE, all meals and parking.
Register for the 2016 California Financial Literacy Roundtable—Los Angeles.
Registration and Continental Breakfast
Welcome and Introductions
Katie Vanderveen, CPA
CalCPA State Financial Literacy Chair
Rob Seltzer, CPA
CalCPA Los Angeles Chapter Financial Literacy Chair
The role of Community Colleges and the College Promise
Former Assemblyman & Current Trustee,
Los Angeles Community College District
Panel: The Student Loan Debt Crisis: A 360 Degree View
Panel: Getting Californians Retirement Ready
Hear from financial planners and CPAs on how financial literacy stakeholders can educate Californians on the importance of preparing for retirement.
Michael Eisenberg, CPA
Andrew Chou, CFP
Nextgen Wealth Management
David Hicok, ChFC