VSCPA Offers Financial Literacy Workshops to Senior Citizens

The Virginia Society of CPAs is pleased to partner with RSVP Southside, Inc. to offer a series of financial literacy workshops for seniors. Developed as part of the VSCPA's award-winning Financial Fitness initiative (www.FinancialFitness.org), these FREE seminars are designed to address money management issues senior citizens face in their personal lives. Led by experienced CPAs, these seminars will be held on October 2, October 12, October 16 and October 22 in Prince George.

Here are the details:

Estate Planning

• Date: Tuesday, October 2, 2007
• Time: 10 a.m. to Noon
• Location: Prince George Human Services Building, 6450 Administration Drive, Bldg. # 12, Prince George, Va. 23875
• Cost: FREE event, including light snacks and beverages
• Discussion leader: Dianna M. Patton, CPA, CFP®, Yount, Hyde & Barbour, PC
• Highlights: This workshop will cover everything you need to know about estate planning, including someone to speak for you in legal, financial and medical matters and your wishes regarding medical treatment. You’ll also learn how to compile all your financial and legal documents.
• Registration: Register in advance by e-mailing phale@cdaaa.org or calling (804) 861-1767.

Budgeting for Seniors

• Date: Friday, October 12, 2007
• Time: 10 a.m. to Noon
• Location: Prince George Human Services Building, 6450 Administration Drive, Bldg. # 12, Prince George, Va. 23875
• Cost: FREE event, including light snacks and beverages
• Discussion leader: Celia Broadus, Memorial Child Guidance Clinic
• Highlights: This workshop will cover general budgeting topics, including savings, pay day lending and building an emergency spending fund.
• Registration: Register in advance by e-mailing phale@cdaaa.org or calling (804) 861-1767.

Identity Fraud: Prevention and Recovery 

• Date: Tuesday, October 16, 2007
• Time: 10 a.m. to Noon
• Location: Prince George Human Services Building, 6450 Administration Drive, Bldg. # 12, Prince George, Va. 23875
• Cost: FREE event, including light snacks and beverages
• Discussion leader: Phil Umansky, CPA, Virginia Union University
• Highlights: This workshop will cover identity fraud, including how to prevent and recover from identity theft.
• Registration: Register in advance by e-mailing phale@cdaaa.org or calling (804) 861-1767.

Managing Debt: Fixing a Problem

• Date: Monday, October 22, 2007
• Time: 10 a.m. to Noon
• Location: Prince George Human Services Building, 6450 Administration Drive, Bldg. # 12, Prince George, Va. 23875
• Cost: FREE event, including light snacks and beverages
• Discussion leader: Nancy Pugh, CPA, Allen and Allen
• Highlights: This workshop will cover identity fraud, including how to prevent and recover from identity theft.
•  Registration: Register in advance by e-mailing phale@cdaaa.org or calling (804) 861-1767.

"Recent statistics reveal that Americans, including Virginians, know little about savings, debt, credit, retirement and other money management basics,” said Tina Lambert, CAE, VSCPA vice president of member & public relations. “The Virginia Society of CPAs is pleased to offer these valuable Financial Fitness workshops to the senior community as part of a national effort of the CPA profession to help people improve their financial health."

Space is limited, reserve your seat today! Attendees must register in advance by e-mailing phale@cdaaa.org or calling (804) 861-1767.

For more information on the VSCPA Financial Fitness initiative, or to request a CPA to speak on financial literacy topics to your organization, please visit www.FinancialFitness.org or contact VSCPA Media & Public Relations Specialist Shawnte Reynolds at sreynolds@vscpa.com or (800) 733-8272.

ATTENTION NEWS MEDIA: CPAs are available for interview on any financial planning topics. Please contact VSCPA Media & Public Relations Specialist Shawnte Reynolds at sreynolds@vscpa.com or (800) 733-8272 to set up an interview with a CPA in your geographic region.

The Virginia Society of Certified Public Accountants (VSCPA) is the leading professional association dedicated to enhancing the success of CPAs. Founded in 1909, the VSCPA has approximately 8,300 members who work in public accounting, industry, government and education. For more information, please visit the Press Room on the VSCPA Web site at www.vscpa.com, e-mail vscpa@vscpa.com or call (800) 733-8272. To search for a CPA in your geographic region, visit www.FinancialFitness.org and click on “Find a CPA.”