Walter Haig's Personal Financial Health Checkup ... a Life Changer! – Webcast

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Feb 1, 2022

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

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

This course will explain the nuts and bolts of how to achieve personal financial security.  Also, 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 will enable practitioners to add a huge value to their tax preparation services. This course has significantly changed for the better the lives of a significant number of practitioners and their clients.

Note: Title change effective October 2021. Changed from: "The Personal Financial Health Checkup: A Process That Will Significantly Change Your Life for the Better by Walter Haig”

Designed For

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.

Objectives

This course will explain the nuts and bolts of how to achieve personal financial security.

Major Subjects

  • 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

Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click “Apply Discounts” and select either “This person is an uncertified staff of an OSCPA member” or "This person is a member of another state CPA society."

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


Leaders

Walter Haig

Walter

Walter J. Haig II, CPA-WA, is one of the highest rated auditing and accounting instructors, if not the highest rated, for classroom seminars and webinars in every state he has taught. Over the years he has taught in more than 30 states. 

Haig’s experience is extensive in auditing, accounting, and financial advisory services to family-owned businesses. He is also a highly regarded consultant in cases involving accountant’s malpractice.
His skills as an instructor have won him the AICPA’s Outstanding Discussion Leader Award five times and the Washington Society of CPAs Highest Rated Instructor Award six times. The Washington Society of CPA’s Discussion Leader of the Year Award was named in his honor.

Haig has served on various AICPA and Washington Society of CPA's task forces and committees in the areas of auditing, personal financial planning and continuing education. He received his Bachelor of Science Degree in Business from the University of Colorado and completed his Executive Management Program in Enology and Viticulture at U.C. Davis. 

(1/3/22)