The Personal Financial Health Checkup: The Best Personal Financial Planning Course by Walter Haig - Webcast

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Feb 5, 2019

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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 is an OSCPA produced live-stream webcast using Adobe Connect platform. You will receive login instructions 2 business days prior to the webcast.

Designed For

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.

Objectives

Practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients.

Major Subjects

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.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.