Press Releases

Wallingford CPA Shares Important Financial Planning Tips with Low-Income Citizens

PHILADELPHIA – Marsha M. Rubin, a certified public accountant from Wallingford, Pa., spoke about basic financial planning at the Women’s Opportunities Resource Center’s Loan and Grant Conference.

Rubin made the presentation on behalf of Pennsylvania Institute of Certified Public Accountants’ Speakers Bureau. Audience members were citizens from the Philadelphia area with limited financial resources who are participating in a family savings account program.

Rubin operates her own practice in addition to working for Wharton Management Group in Wilmington, Del. She specializes in comprehensive financial planning as well as individual tax preparation and planning.

PICPA Speakers Bureau members make presentations on personal finance and business topics to various community, educational, and civic groups. Topics include saving for college, retirement planning, tax, budgeting, and accounting education. Community group leaders can request a speaker by visiting www.picpa.org or by calling (888) 272-2001, ext. 255. This is a free service

Founded in 1897, the Pennsylvania Institute of Certified Public Accountants is a professional association of more than 19,000 CPAs who work in public accounting, industry, government, and education. PICPA is the second-oldest state CPA organization in the United States. To find a member CPA in your area, visit our Web site at www.picpa.org and click on CPA Locator. Students and educators can visit PICPA's specially designed site www.CPAzone.org to get the latest information about careers in accounting and the CPA profession.