My Profile   |   Contact Us   |   Your Cart   |   Sign In
The Personal Financial Health Checkup: How to Become Financially Self-Sufficient (PFHC14)
Tell a Friend About This EventTell a Friend
 

This course will help you 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, you’ll learn a step-by-step approach for performing an annual personal financial health checkup for you and your clients.

12/5/2014
When: 12/5/2014
8:30 AM until 4:30 PM
Where: LCPA Training Center
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana  70062
Presenter: Walter Haig


Online registration is closed.
« Go to Upcoming Event List  

The "Personal Financial Health Checkup”: a Process on How to Become "Financially Self-Sufficient” by Walter J. Haig

 

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.

 

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.

Major Topics:

  • Preparing a personal financial statement following US 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

Speaker: Walter Haig
Vendor: Walter Haig
Field of Study: Accounting & Auditing
Level: Intermediate
CPE Credits: 8

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 11/18)

$276

$376

Standard (after 11/18)

$326

$426

Community Search
Sign In


Forgot your password?

Not a member? Join now!

News & Tax Alerts
CPE/Events

Society of Louisiana
Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

504.464.1040
800.288.5272 Map/Directions


Advertise/Exhibit

Classifieds

CPA Locator

Press Room

Staff Directory

Facility Rental

Privacy & Terms

About LCPA