Back to Search
Walter Haig's Personal Financial Health Checkup Webinar
Walter Haig's Personal Financial Health Checkup Webinar
May 27
9:00 a.m. - 5:00 p.m.
Details
Pricing
PICPA Member: $229 | Nonmember: $329
More Information
Course No.
WHPERHC8
Level
Intermediate
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.
Description
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course will enable practitioners to add a huge value to their tax preparation services.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives:Learning objectives include:
- Be familiar with common roadblocks to becoming financially self-sufficient
- Be familiar with the structure of a "management" personal financial statement
- Be familiar with common mistakes in HIPAA Medical Disclosure Documents, Living Wills, Medical Durable Power of Attorneys, Financial Durable Power of Attorneys and Letters of Instruction at Death
- Be familiar with the basic process in performing a "personal financial health checkup"
- Understand the relationship of happiness and the management of financial affairs
Highlights
The topics that will be covered in this course include:
- Preparing a personal financial statement following U.S. GAAP
- Recasting U.S. GAAP personal financial statements into powerful management tools
- Identifying key financial factors that must be managed in order to achieve financial self-sufficiency
- Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death
- How to create "goal" statements that achieve results
Speaker(s)
You May Also Like
July 12 | Webinar
This
course
fills
an
important
need
for
both
financial
managers
and
accountants
in
the
practice
of
public
accounting
by
offering
the
tools
to
help
ensure
the
future
success
of
a
...
July 7 | Webinar
This
course
will
enable
practitioners
to
understand
and
apply
the
AICPA
"clarification"
auditing
standards.
Further,
this
course
will
provide
guidance
on
how
to
perform
an
effective,
efficient
and
profitable
audit
...
July 20 | Webinar
This
course
provides
an
update
of
the
recent
changes
that
have
occurred
in
the
financial
reporting
frameworks
commonly
used
by
small
and
medium-sized
entities
(SMEs).
Troublesome
areas
in
these
financial
...