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Walter Haig's Personal Financial Health Checkup

 Various
 
8.0
Registration is Open
Price
$309.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 09/09/2025 from 9:00 am to 5:00 pm
 Tue, 10/07/2025 from 9:00 am to 5:00 pm
 Thu, 11/06/2025 from 9:00 am to 5:00 pm
 Tue, 12/02/2025 from 9:00 am to 5:00 pm
 Fri, 01/09/2026 from 10:00 am to 6:00 pm
 Tue, 02/03/2026 from 9:00 am to 5:00 pm
 Tue, 03/03/2026 from 9:00 am to 5:00 pm
 Wed, 04/01/2026 from 9:00 am to 5:00 pm
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.

Prerequisite:

None

This course has significantly changed for the better the lives of a significant number of practitioners and their clients. 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 is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delivery Method: Individual webcast
CPE Credit: Accounting
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Objectives

Learning objectives include:

  • Be familiar with common roadblocks to becoming financially self-sufficient
  • Be familiar with the structure of a "management" personal financial statement
  • Be familiar with common mistakes in HIPAA Medical Disclosure Documents, Living Wills, Medical Durable Power of Attorneys, Financial Durable Power of Attorneys and Letters of Instruction at Death
  • Be familiar with the basic process in performing a "personal financial health checkup"
  • Understand the relationship of happiness and the management of financial affairs

Speakers

Advanced Preparation

None

Vendor

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.