Volunteer Resources

CPA Mobilization Kit User Guide - Includes information on integrating your efforts with the profession’s 360 Degrees of Financial Literacy initiative, talking points, financial literacy statistics with sources, a timeline for planning an event, as well sample flyers, invitation and questionnaire for audience feedback.

Speakers Bureau – Find speeches and PowerPoint presentations on a variety of personal finance and small business topics.

Financial Planning Tips for a Lifetime brochure (.PDF) – Highlights financial tips for specific life stages, including buying a home, financing your child’s college education, and saving for retirement. Limited quantities are available. E-mail TSCPA to request brochures.