New
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
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The major topics that will be covered in this class include:
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Preparing a personal financial statement following U.S. GAAP
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Recasting U.S. GAAP personal financial statements into powerful management tools
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Creating an effective personal financial plan that will be used “religiously”
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Effective communication strategies of personal financial information
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Identifying the key factors that must be managed in order to achieve financial self-sufficiency
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Effective financial management techniques
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How to create “goal” statements that achieve results
Learning objective(s)
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After attending the presentation, you will be able to...
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Fully comprehend how to prepare personal financial statement preparation
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Identify key factors for becoming or remaining financially self sufficient
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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
|
Standard Nonmember Fee |
$229.00
|