Walter Haig's Personal Financial Health Checkup

Thursday, March 06, 2025
Webcast or Webinar, Online
9:00 AM - 5:00 PM (opens at 8:30 AM) EST
8Credits
Accounting and Auditing

Registration is Open

Members
$239.00 Regular Price
Non-Members
$359.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$160.00 Members / $224.00 Non-Members
Course Type: Webcast
Course Code: 24/CX49251
Level: Intermediate
Vendor: CPA Crossings, LLC
Field of Study: Accounting

Overview:

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 is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! 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.

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

Major Topics:

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

Major Topics:

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

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