Career Financial Literacy: Presentation Kit

Please Note: By using the resources provided here, you agree to:

  • All terms outlined in the user guide.

  • Communicate with NCACPA regarding the demographics of your presentation, including the organization, number of attendees, and subject matter. Help us track the success of this program by sending this information to Lorrie Leonhardt at lleonhardt@ncacpa.org.

Career PowerPoint Presentation

Presentation Outline

A. Career Planning

B.
Achieving Your Financial Goals

Creating a Budget
Student Loans - Get Out of Debt
Credit Cards - What you Don't Know Can Hurt You

C. Saving and Investing

Saving and Investing - 10 Simple Strategies
Investing Your Way to Wealth
Investing in Your Future

D. Protecting Yourself and Your Family With Insurance

Life Insurance
Health Insurance
Disability Insurance
Long-Term Care Insurance

E. Getting Tax Smart

Additional resources are often available. For more information or if you have any questions, please contact Lorrie Leonhardt at lleonhardt@ncacpa.org.
 

Additional information:
What is Financial Literacy?
How to Get Started
FAQs
Financial Literacy Presentation Kits


Free Financial Literacy CPE Course
Financial Literacy Volunteer Form
Additional AICPA Resources
Upcoming Events


Financial Literacy Philanthropic
NC CPA Foundation Inc. Speakers' Bureau

 

3100 Gateway Centre Boulevard / Morrisville, NC 27560 / Contact A Staff Member
Phone: (919) 469-1040 / (800) 722-2836 / Fax: (919) 469-3959