1. CalCPA- Your Partner in Personal Finance Education Alex Brown, CPA Genovese, Burford & Brothers

2. Why Financial Literacy? American teens right below average on a recent OECD (Organization for Economic Cooperation)assessment A survey from the Jump$tart Coalition conducted from 1997-2008 showed high school seniors doing worse in their understanding of financial literacy –57.3% in 1997 vs. 48.3% in 2008 On average, college students graduate with $26,000 in debt – $1.2 trillion in total student loan debt nationwide Long term consequences – Precluded from certain employment – Dropping out of school in order to work to pay off debt

3. AB 166 & Common Core AB 166 –Mandates financial literacy be integrated in K to 12 curriculum Common core and financial literacy –Opportunities to reinforce concepts across disciplines Home economics/career & technical education teachers at the forefront of financial literacy education

4. CalCPA’s Financial Literacy Programs Dollars & Sense –Ages 18+ High School Financial Planning Program –Grades 9-12 Financial Smarts for Teachers –Financial program designed for teachers

5. Key Features of Our Program FREE –No selling of products or services of any kind Staffed by volunteers who are licensed CPAs Each presentation can be tailored to the specific needs of the audience and/or teacher

6. High School Financial Planning Program Available statewide One presentation or series Topics include: –Money management –Borrowing –Earning power –Investing –Financial services –Insurance

7. Financial Smarts for Teachers (FSFT) Available statewide One presentation or series Gets teachers comfortable with financial topics and issues Topics include: –Taxes –Credit –Saving & investing –Financial planning –Home ownership –Risk management –Retirement

8. Manage Your Money Week Week: Oct. 18-25 Project of the State Controller’s Office Promote importance of building the capacity of all Californians to make good financial decisions to achieve their goals Build relationships between organizations that provide money management resources and education with other organizations whose constituents need the support Provide a framework for state, regional and local financial education groups to work in collaboration to highlight their programs and services

9. How to Get Started Visit www.calcpa.org/fl to learn morewww.calcpa.org/fl Contact CalCPA Institute strategic relations manager David Lo at david.lo@calcpa.org to schedule a visitdavid.lo@calcpa.org Make sure to have the following information: time/date, location, type of audience and number, specific topics to be covered and frequency