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.

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