Couples & Marriage 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.

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

Presentation Outline

A. How to Achieve Your Financial Goals

B. Budget Your Way to Financial Security

C. Couples Quiz: What’s Your Financial Compatibility?

D. After the Honeymoon: Insurance Advice for Newlyweds

E. Financial Ties that Bind Couples

F. Surviving Divorce: How to Protect Yourself Financially

G. Dealing with Divorce

• Filing as Head of Household
• Reviewing Your Financial Status

PowerPoint Presentation
 

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

For more information, contact lleonhardt@ncacpa.org.