April 27, 2023

Webinar

8 Total CPE Credits

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Webinar (CPA Crossings): Walter Haig’s Personal Financial Health Checkup

  • Instructor

    Walter Haig

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

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

CPE Credits Available

8
Total CPE
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 229 229
    Join

  • COCPA Non-Member

    $ 298 298
    Your Price

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