The topics that will be covered in this course 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