|Full time Accounting Educator:||None|
This course will enable practitioners to add value to tax preparation services and personal financial statement preparation engagements. A proven process for the accumulation and management of wealth will be presented. In addition, the course will explain the nuts and bolts of how to achieve personal financial security. Also, practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients. How to develop a personal financial management practice will also be addressed.
This course is designed for practitioners who are involved in personal financial statement preparation engagements, who recognize the need to add value to tax engagements, and/or who are expanding or adding personal financial planning services to their practice.
Practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients.
Preparing a personal financial statement following U.S. GAAP * Preparing a personal financial statement outside the “box” * Effective communication strategies of personal financial information * Using personal financial statements as financial planning tools * Identifying the key factors that must be managed in order to achieve wealth * Effective financial planning techniques * How to develop achievable goal statements.
This event has already passed. If you have any questions, please contact us at 503-641-7200 or email firstname.lastname@example.org.