Paycheck to Strategy-A Financial Literacy Workshop Presented by ALPFA San Francisco × KPMG

From Paycheck to Strategy

Financial wellness isn't about following one perfect formula. It's about understanding your priorities, preparing for change and making intentional choices about how your money supports the life you're building.

Join us to connect, learn and put your paycheck to work with purpose.

Event Summary

Your paycheck pays the bills—but it can also help you build the life you want.

Join ALPFA San Francisco and KPMG for Paycheck to Strategy, an interactive financial literacy workshop designed to help you move beyond traditional budgeting and think more intentionally about how you put your money to work.

We’ll start with practical financial foundations and then explore four roles your money can play:

Stability | Lifestyle | Flexibility | Growth

Through an interactive case study, small-group discussions and personal reflection, you'll explore the real-life trade-offs behind financial decisions—and how your strategy may change as your career, responsibilities and priorities evolve.

What You'll Explore

• Practical budgeting concepts and financial foundations
• How to balance needs, wants, savings and future goals
• The four roles money can play in your life
• How unexpected opportunities or expenses can change your strategy
• Why investing in yourself and your professional growth matters
• How to make financial decisions that align with the life you're building

You'll leave with a practical framework and personal action steps you can begin applying right away.

No personal salary or financial information will be shared.

Who Should Attend?

Whether you're starting your career, navigating new responsibilities or simply looking to be more intentional with your finances, this workshop offers practical tools you can use at any stage.

Open to KPMG professionals, ALPFA members and the broader professional community.