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April: Tools You Can Use for
Financial Literacy Month
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Jonathan D. Anibal, CPA
2009-2010 MACPA
Chair of the Board |
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As CPAs, we play a crucial role as business leaders in today’s economy – but
we can also play a vital role in the financial well being of our friends,
neighbors, family and co-workers. April is National Financial Literacy
Month, and it couldn’t have come at a better time. The MACPA and AICPA
provide a wealth of free resources to make it easy for you to promote
financial wellness; and the MACPA has added to our long list of money-saving
programs to boost your financial wellness!
Financial Literacy
The 360 Degrees of Financial Literacy
Resource Center for CPAs is a huge
Web-based resource available to you. One section, for example, is the
Recessionary Survival Mobilization Kit that includes articles you can share
on subjects such as coping with job loss, bankruptcy, foreclosure and more.
Many more tools at your disposal in the Resource Center include:
- Speeches
- PowerPoints
- Ideas for community presentations
- Customizable print and advertising materials
The AICPA’s consumer-oriented financial literacy website –
360 Degrees of
Financial Literacy – also offers valuable information you can use and share.
The consumer pages focus on what people need at each stage of their lives,
including:
Additionally, valuable financial literacy resources are available directly
from the MACPA. Look for
speaker resources on our website, or download our
latest
taxpayer awareness brochure to help consumers choose a qualified tax
preparer.
Another wonderful tool created by MACPA and Hospice of Michigan is
“Financial Affairs: At the End of Life,” now in its 2nd edition. Full of
helpful tools, documents, electronic links and other resources, this
incredible guide is now being used as a nationwide model by the AICPA. You
can download it and share it with families who have loved ones in the final
stages of life and may be overwhelmed by financial and estate planning
documents and responsibilities.
Tangible Member Benefits
These are all great resources for you to use in helping others; but, the
MACPA also offers some great tools to help you. Always looking for ways to
bring more value to your membership, we’ve added four new programs to our
long list of money-saving benefits. Read this
article about special new
member offers through Costco, Brooks Brothers, Office Depot and Roger CPA
Review. Or, visit this
webpage to review all 20 ways you can take advantage
of our significant group buying power.
I encourage you to utilize MACPA’s tremendous toolbox of resources and make
the most of Financial Literacy Month.
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March/April 2010
 Printer Friendly Version
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The Michigan Association of Certified Public Accountants |
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Chair
Jonathan D. Anibal
Waterford
Chair-Elect
Gregory Nowak
Detroit
Treasurer
John Pridnia
Muskegon
Secretary
Ramona H. Pearson
Detroit
Immediate Past Chair
Thomas H. Beard
St. Clair Shores
Past Chair
Gail Sparks Pitts
Bloomfield Hills |
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Stephanie W.
Bergeron
Troy
L. Charles Bokemeier
East Lansing
Heidi Bolger
Saginaw
Paul D. Bryant
Southfield
Sean H. Cook
Bloomfield Hills
Robert S. Gigliotti
Troy
Samuel L. Hodges
Troy
Patrick J. Killeen
Troy
Edward S. Kisscorni
Grand Rapids
Paul J. MacDonald
Detroit
Randolph Paschke
Detroit
Douglas P. Roosa
Taylor
Michael E. Slomski
Harper Woods
Paul W. Steih
Detroit
Mary D. Treder Lang
Grosse Pointe Farms
Kristine A. Volk
Troy
Douglas R. Wright
Troy
Alan C. Young
Detroit |
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Peggy A. Dzierzawski, CAE
MACPA President & CEO
Marla Janness
Editor
Debbie Gibb
Managing
Editor
Corinne Duluk
Contributing Writer
Michelle Greene
Contributing Writer
John Lindley
Contributing Writer |
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