The Personal Financial Health Checkup: the Best Personal Financial Planning Course (PFHC18)
Tell a Friend About This EventTell a Friend
 

This course will help you add value to your tax preparation services and personal financial statement preparation engagements. A proven process for the accumulation and management of wealth will be presented, along with the nuts and bolts of how to achieve personal financial security. Plus, you’ll see a step-by-step approach for performing an annual personal financial health checkup for you and your clients and get tips on how to develop a personal financial management practice.

12/7/2018
When: 12/07/2018
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Walter J. Haig II, CPA


Online registration is closed.
« Go to Upcoming Event List  

Acronym PFHC18
CPE 8 hours
Vendor Haig
Category
A&A
Level Intermediate
Prerequisite None
Adv Prep None
Yellow Book? No
Registration Early Bird
(through 11/20)
Standard
(after 11/20)
Member $299 $349
CPA Non-Member $399 $449

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course 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.

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

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.