Earn CPE Hours with Goodman Financial

In Coordination with TXCPA Houston

txcpahouston

Reserve Your Spot Today

Limited attendance. No course fees, complimentary breakfast and/or lunch provided.

TXCPA Houston Member Registration Non-Member Registration

Training Room Schedule

February 2026

Thursday, February 12, 2026
(8:00 AM – 4:00 PM)

Financial Planning A to Z
(8 CPE Hours)

April 2026

Thursday, April 23, 2026
(8:00 AM – 4:00 PM)

Financial Planning A to Z
(8 CPE Hours)

May 2026

Thursday, May 7, 2026
(11:30 AM – 1:30 PM)

Understanding and Optimizing Social Security
(1 CPE Hour)
+
Investment & Tax Planning from Ages 55 – RMD Age (1 CPE hour)

Thursday, May 14, 2026
(9:00 AM – 12:00 PM)

Investment Pitfalls: Learning from the Mistakes
of Others (1 CPE Hour)
+
Tax-Efficient Investing (2 CPE Hours)

Course Descriptions

8 CPE Hours | 8:00 AM – 4:00 PM

Financial Planning A to Z

This full-day presentation provides a deeper dive into the various areas of financial planning, including cash budgeting, risk management, retirement planning, tax planning, investment planning, and estate planning.

8 CPE Hours | 8:00 AM – 4:00 PM

Financial Planning A to Z

This full-day presentation provides a deeper dive into the various areas of financial planning, including cash budgeting, risk management, retirement planning, tax planning, investment planning, and estate planning.

2 CPE Hours | 11:30 AM – 1:30 PM

Understanding and Optimizing Social Security + Investment & Tax Planning from Ages 55 – RMD Age

Understanding and Optimizing Social Security (1 CPE hour)

Whether you’re nearing retirement or planning ahead, understanding how Social Security fits into your financial future is essential. In this presentation, we’ll cover the fundamentals of how Social Security works, explore claiming strategies, and how your decisions can impact taxes and your overall financial picture in retirement.

Investment & Tax Planning from Ages 55 – RMD Age (1 CPE hour)

Transitioning from asset accumulation to retirement distribution presents many opportunities and potential pitfalls. This presentation will help you plan for and navigate for those years. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), Medicare, Social Security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset allocation, tax-efficient distribution strategies and more.

3 CPE Hours | 9:00 AM – 12:00 PM

Investment Pitfalls & Tax-Efficient Investing

Investment Pitfalls: Learning from the Mistakes of Others (1 CPE hour)

Investment success is not just about doing all the right things, but also about avoiding the wrong things. The risk of jeopardizing one’s own retirement plan can be mitigated by being aware of the most common mistakes. In this presentation we will bring those mistakes to life and learn from those lessons via real life case examples.

Tax-Efficient Investing (2 CPE hours)

Tax-efficiency can be one of the most overlooked and underutilized opportunities relating to one’s personal financial planning. Tax-efficiency in how one saves, invests, and makes retirement distributions can be the difference between investment success and well-funded retirement, possibly with a legacy for one’s children, versus financial stress in one’s retirement years. Tax-efficiency is something to consider now.

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