Walter Haig’s Personal Financial Health Checkup
Walter Haig’s Personal Financial Health Checkup
CPE Credit:
8
Overview
Description:
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 is loaded with practical aids to enable CPAs to help individuals get a “great” financial health checkup result! 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.
Field of Study:
Accounting (8.0 CPE)
Instructor
Instructor:
Walter J. Haig
Additional Details
Who should attend:
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.
Program Level:
Intermediate
Program Content:
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
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
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Walter J. Haig
Format:
Group-Internet-Based
Course Code:
WHPERHC8
Our Partners
NASBA Sponsor
Walter Haig’s Personal Financial Health Checkup
Course Code:
WHPERHC8
Program Level:
Intermediate
Description:
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 is loaded with practical aids to enable CPAs to help individuals get a “great” financial health checkup result! 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.
Program Content:
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
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
Who should attend:
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.
Developed By:
Walter J. Haig
Instructor:
Walter J. Haig
CPE Credit:
8
Field of Study:
Accounting (8.0 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$239.00
Upcoming Dates
- 6/16/2025 @ 10:00 AM
- 7/1/2025 @ 9:00 AM
- 8/14/2025 @ 9:00 AM
- 9/9/2025 @ 9:00 AM
- 10/7/2025 @ 9:00 AM
- 11/6/2025 @ 9:00 AM
- 12/2/2025 @ 9:00 AM
- 1/9/2026 @ 10:00 AM
- 2/3/2026 @ 9:00 AM
- 3/3/2026 @ 9:00 AM
- 4/1/2026 @ 9:00 AM
All times are Eastern Time Zone
