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The Personal Financial Health Checkup: A Process That Will Significantly Change Your Life for the Better by Walter J. Haig

 Thu, 07/22/2021 from 8:00 am to 3:30 pm
 Virginia Beach
 
8.0
22 / 3-110
Hot Event
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$414.00 Regular Registration
Your Price
$539.00 Regular Registration
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

Prerequisite:

None

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.


Delivery Method: Group-live
CPE Credit: Accounting, Auditing
Program Level: Intermediate

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.