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 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.
Learning objectives include:
The topics that will be covered in this course include:
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.