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21WX-2847: How to Perform a Personal Financial Health Checkup (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, February 1, 2022
9:00am - 5:00pm Central Time
8 CPE (4 technical, 4 non-technical)

This course explains the nuts and bolts of how to achieve personal financial security. Also, participants 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 enables practitioners to add a huge value to their tax preparation services and has significantly changed for the better the lives of many practitioners and their clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • The major topics that will be covered in this class include:
  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Creating an effective personal financial plan that will be used “religiously”
  • Effective communication strategies of personal financial information
  • Identifying the key factors that must be managed in order to achieve financial self-sufficiency
  • Effective financial management techniques
  • How to create “goal” statements that achieve results

Learning objective(s)

  • After attending the presentation, you will be able to...
  • Fully comprehend how to prepare personal financial statement preparation
  • Identify key factors for becoming or remaining financially self sufficient
  • Recast U.S. GAAP personal financial statements into powerful management tools

Who should take this program?

Practitioners involved in personal financial statement preparation

Fees

Our records indicate you are a nonmember. If you register, you will be charged $229.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $229.00
checkmark Standard Nonmember Fee $229.00

More program information

Instructor Walter Haig
Location Online
Area
of study
Management
Field(s)
of study
Personal Development - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.