Financial Literacy League
Presentation Resources

Below is an overview of the presentation materials and resources that MSCPA provides to our Financial Literacy League Champions. Each kit includes a presentation outline, as well as supplementary materials on the topics listed.

Career - achieving your financial goals, career planning, simple strategies for saving & investing, creating a budget, credit cards, disability insurance, health insurance, life insurance, long-term care insurance, taxes, and student loans

Couples & Marriage - financial compatibility, financial goals, financial security, financial status, financial ties, head of household, insurance advice, and surviving divorce 

General Financial Literacy - achieving your financial goals, creating a budget, credit cards, taxes, saving and investing, financial literacy background, financial literacy FAQs, financial literacy facts and figures, and financial literacy key messages 

Home Ownership - determining whether owning rental property right for you, must-ask mortgage questions, purchasing your first home, renting versus buying your next home, smart ways to use the equity in your home, tax breaks for homeowners, tax implications of selling your home, and tax relief from vacation homes 

Military & Reserves - achieving your financial goals, credit cards, living overseas, taxes, retirement benefits, insurance for reservists, investing in your future, managing your money while serving your country, maximizing your military tax benefits, health insurance, life insurance, and long-term disability insurance 

Parenthood - achieving your financial goals, child care, creating a budget, estate planning, investing in your future, making college a reality, long-term care insurance, health insurance, long-term disability insurance, life insurance, saving and investing, and teaching your children money management

Retirement - estate planning, funding your retirement, getting the most from Medicare, housing needs, living on less in retirement, long-term care insurance, power of attorney, and wills 

Sandwich Generation - achieving your financial goals, caring for aging parents, child care, creating a budget, credit cards, financial tips for the Sandwich Generation, insuring your family's health, long-term care insurance, saving and investing, and making college a reality

Send Me In Coach!

Are you ready to play on the Financial Literacy League, promote the CPA profession, and hit a home run in your community? Suit up today!!

Questions? Contact Holly Moriarity at 800.264.7966 or hmoriarity@mocpa.org.