MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

Haig's Personal Financial Health Checkup: A Process That Will Significantly Change Your Life for the Better

 Thu, 10/23/2025 from 8:00 am to 3:30 pm
 
8.0
26 / 3-322W
Registration is Open
Member Price
$309.00 Early Registration (through 10/09/2025)
Your Price
$434.00 Early Registration (through 10/09/2025)
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.

Topics include:

  • Preparing a personal financial statement following U.S. GAAP.
  • Recasting U.S. GAAP personal financial statements into powerful management tools.
  • Identifying key financial factors that must be managed in order to achieve financial self-sufficiency.
  • Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys and Letter of Instruction at Death.
  • How to create "goal" statements that achieve results.

Delivery Method: Group internet-based
CPE Credit: Accounting
Program Level: Intermediate

Objectives

  • 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.

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.