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

  1. 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.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. 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
Your Price: $239.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.