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Webinar (CPA Crossings): How to Perform a Personal Financial Health Checkup

Description

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.

Learning Objectives

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
Major Topics

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
Provider
CPA Crossings, LLC
Course Level
Intermediate
CPE Field of Study
Accounting
4
Personal Development
4
Who Should Attend

Practitioners involved in personal financial statement preparation

Instructor(s)
Haig Haig
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.

Location
Webinar
Event Information
When
Jun 9, 2021
9:00 am - 5:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$229.00

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$298.00
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Webinar (CPA Crossings): How to Perform a Personal Financial Health Checkup


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