How to Perform a Personal Financial Health Checkup

Description

This course explains the nuts and bolts of how to achieve personal financial security. Also, participants 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 enables practitioners to add a huge value to their tax preparation services and has significantly changed for the better the lives of many practitioners and their clients.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

• Preparing a personal financial statement following U.S. GAAP
• Recasting U.S. GAAP personal financial statements into powerful management tools
• Creating an effective personal financial plan that will be used "religiously"
• Effective communication strategies of personal financial information
• Identifying the key factors that must be managed in order to achieve financial self-sufficiency
• Effective financial management techniques
• How to create "goal" statements that achieve results

Objectives

After attending the presentation, you will be able to...

• Fully comprehend how to prepare personal financial statement preparation
• Identify key factors for becoming or remaining financially self sufficient
• Recast U.S. GAAP personal financial statements into powerful management tools

Designed For

Practitioners involved in personal financial statement preparation