Haig's Personal Financial Health Checkup
Overview
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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.
Delivery Method: Group internet-based
CPE Credit: Accounting, Auditing
Program Level: Intermediate
Highlights
• Preparing a personal financial statement following U.S. GAAP
• Recasting U.S. GAAP personal financial statements into powerful management tools
• Identifying the key factors that must be managed in order to achieve financial self-sufficiency
• Key personal medical events planning documents including HIPAA documents, Living Wills, Medical POAs, and Letter of Instruction at Death
• How to create “goal” statements that achieve results
Prerequisites
None
Designed For
Practitioners who are involved in personal financial statement preparation engagements, personal financial planning, and individuals who desire to become or remain financially self-sufficient.
Objectives
To enable practitioners to add a huge value to their tax preparation services.
Preparation
None
Notice
Delivery Method - Group Internet Based
Leader(s):
- Walter Haig II
Non-Member Price $434.00
Member Price $309.00