Description
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.
Objective
Learning objectives include:Be familiar with common roadblocks to becoming financially self-sufficientBe familiar with the structure of a management personal financial statementBe 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 DeathBe familiar with the basic process in performing a personal financial health checkupUnderstand the relationship of happiness and the management of financial affairs
Credit Types
- CPE – Accounting
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Member | Member | $295 |
| Non Member | Non Member | $295 |
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.