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

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

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.