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You May Hold the Key

By Michele Day, Chair, Financial Literacy Committee
Interested in helping others? Then the chapter’s Financial Literacy Committee may be for you. Our role is to discover opportunities in our communities where CalCPA can offer financial literacy workshops, which can be customized to any group.

If you’re interested in being a committee member and helping to develop and implement our plan for the year, contact me via e-mail or phone at (925) 299-0121.

We’ll set up an informational meeting in the near future. If you’re not sure if you want to participate on the committee but know of a group that may benefit from these programs, please contact me. Thanks!

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Save The Dates

Sept. 23: PFP Committee Meeting: Estate Planning/Speaker: Gordon Baker
Sept. 28: Chapter board meeting
Oct. 26: Sports Night
Oct. 26: Chapter board meeting
Nov. 2: 15th Annual Advanced Estate Planning Symposium
Jan. 26: Tax Issues in Divorce Mini-conference

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