Financial Literacy at Work

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Financial Literacy at Work

• (Name), CPA
• Member of Texas Society of CPAs

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Consider This

• Poll results show nearly 30 percent of Texans
  spend six or more hours each week at work worried
  about or dealing with their personal financial
  situation (Summer 2005)

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• The No. 1 cause of stress in the workplace is
  personal finance
• USA Today

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Possible Workplace Effects

• Employees with money problems may
• Have frequent absenteeism
• Regularly take personal telephone calls
• Be more easily distracted
• Have poor attitude
• Borrow money from co-workers
• Take paycheck advances
• Make job errors

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Why Provide Financial Literacy Resources in the
Workplace?

• Among 1,000 Florida employers polled, 64 percent
  said that they feel worker productivity would be
  enhanced by financial literacy training.
• Florida Chamber of Commerce and Florida
  Council on Economic Education Survey

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Money Management U.

• Texas Society of CPAs developed an employee
  enrichment program to bring free financial
  literacy materials into Texas workplaces

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Free Resources

• Articles for employee newsletters
• Table tents for break rooms
• Flyers for bulletin boards
• Paycheck inserts
• CPA guest speakers
• Available at www.ValueYourMoney.org

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Table Tent Example
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Paycheck Insert Example
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Topics Covered

• Buying a house
• Credit card debt
• Holiday spending
• Identity theft
• Surviving divorce/starting over financially
• Teaching kids about money
• And more to come!

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For More Information

• Visit www.ValueYourMoney.org