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Money & Life: Take Charge and Reach Your Goals


PICPA’s Free Program Provides Financial Literacy in the Workplace

More than 30% of Americans are financially stressed
43% of American families spend more than they earn each year
Stressed employees can cost employers up to $450 each annually.

From their first job to retirement, consumers should set goals and make plans to reach their financial objectives. CPAs are banding together on a shared mission of improving financial literacy throughout the nation. 

PICPA members can help employees at your company or members of your group take charge and reach their financial goals through the Money & Life: Take Charge and Reach Your Goals PDF. This free financial literacy program can be implemented in cooperation with your human resources staff or group leader during a time that is convenient for everyone.

Suggested Money & Life session topics:

  • Establishing Financial Priorities
  • Good Debt vs. Bad Debt
  • Budgeting

Questions? Contact the PICPA Communications Team at communications@picpa.org.


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Yes! I would like to participate in the PICPA's Money & Life: Take Charge and Reach Your Goals financial literacy program.

I am interested in having the program presented at my workplace

I am interested in having the program presented for a group I am involved in

More financial literacy resources are available on the Financial Literacy Resources for Members page.

Money &  Life

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