January 20, 2023 8:00am – 3:30pm Map & Directions 602-252-4144

Walter Haig's Personal Financial Health Checkup


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 will enable practitioners to add a huge value to their tax preparation services.


ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

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Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):
Accounting & Auditing

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CPA Education Services, LLC More With This Vendor

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.



Event Leaders

Haig, Walter J.

Rating: 4.86

Walter J. Haig II works from his ranch that is located on the shores of Lake Roosevelt in the State of Washington. His experience is extensive in auditing, accounting and advisory services to family-owned businesses. He is also a highly regarded consultant in cases involving accountant's malpractice.

Haig lectures nationally in the areas of auditing, accounting, compilation and review services, personal financial statements, forecasts and projections, and personal financial planning. His skills as an instructor have won him the AICPA's Outstanding Discussion Leader Award five times and the Washington Society of CPA's Highest Rated Instructor Award six times. The Washington Society of CPA's Discussion Leader of the Year Award was named in his honor. He has been rated as the best instructor of auditing and accounting courses in more than a dozen states. In addition, he has been one of the highest rated presenters at six AICPA National Accounting and Auditing Advanced Technical Symposiums and two PCPS National Conferences.

Haig is the author of ten highly rated continuing professional education courses that are presently being utilized on a national basis.

Haig has served on various AICPA and Washington Society of CPA's task forces and committees in the areas of auditing, personal financial planning and continuing education. He received his Bachelor of Science Degree in Business from the University of Colorado.


More With Haig, Walter J.


  • Preparing a personal financial statement following U.S. GAAP.
  • Recasting U.S. GAAP personal financial statements into powerful management tools.
  • Identifying the key 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.

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