Webinar: Walter Haig's Personal Financial Health Checkup
WC335 | Course | Intermediate | Scheduled
Description
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a s
Credits
| Number of Credits | Type of Credits |
|---|---|
| 8.00 | Accounting |
Designed For
This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.
Prerequisites
None
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
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
Preparation
None
Notes
Webinar Day - HELP and Assistance Instructions
- The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
- We recommend you log in early to ensure you are ready to go when the presentation begins.
- IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.
Prices
- Member (Early Bird)
- $239.00
- Non-Member (Early Bird)
- $239.00
- Member
- $239.00
- Non-Member
- $239.00