For CPAs –

Earn CPE hours with Goodman Financial

In Coordination with TXCPA Houston

 

Earn CPE Hours with Goodman Financial - October 2021 - December 2021
Reserve Your Spot Today

Limited Attendance, Complimentary CPE

No course fees, complimentary breakfast and/or lunch provided

Training Room Schedule

October 2021

THURSDAY, OCT 7TH (11:30AM – 1:30PM)
Reality Based Investing (2 Hours)

FRIDAY, OCT 15TH (11:30AM – 1:30PM)
Financial Planning & Investing 101 (2 Hours)

WEDNESDAY, OCT 20TH (8AM – 4PM)
Financial Planning A to Z (8 Hours)

THURSDAY, OCT 28TH (11:30AM – 1:30PM)
Market Update (1 Hour)
Tax & Investment Planning, ages 55-72 (1 Hour)

November 2021

MONDAY, NOV 1ST (11:30AM – 1:30PM)
Tax Efficient Investing (2 hours)

THURSDAY, NOV 11TH (8AM – 12PM)
Financial Planning Roadmap – Course Correction (2 hours)
Reality Based Investing (2 hours)

December 2021

WEDNESDAY, DEC 8TH (8AM – 4PM)
Financial Planning A to Z (8 hours)

THURSDAY, DEC 16TH (8AM – 12PM)
Financial Planning Roadmap – Course Correction (2 hours)
Charitable Giving and Gifting Strategies (2 hours)

This firm is not a CPA firm. Goodman Financial is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at www.goodmanfinancial.com.

Course Descriptions

11:30am – 1:30pm

Reality Based Investing (2 Hours)

This presentation will provide information on how new headlines, prognosticators, and even data can be misleading if not looked into thoroughly. Discussion will include investing strategies to protect your future.

11:30am – 1:30pm

Financial Planning & Investing 101 (2 Hours)

This course will provide a high level review of the different areas of financial planning, including budgeting, savings, investments, insurance considerations and estate planning. Extra time will be spent on the discussion of investment fundamentals, including asset allocation, diversification, rebalancing, active and passive investing, as well as surprising observations regarding target date funds. Tax efficient planning, from a CPA’s perspective, will be included in the session.

8am – 4pm

Financial Planning A to Z (8 Hours)

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.

11:30am – 1:30pm

Market Update (1 Hour)

This presentation will provide insights into what the current financial market environment looks like and provide some color on what the future might hold.

Tax & Investment Planning, Ages 55-72 (1 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 between your 55th and 72nd birthdays. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), health insurance, Medicare, social security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset allocation, tax-efficient distribution strategies and more.

11:30am – 1:30pm

Tax Efficient Investing (2 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.

8am – 12pm

Financial Planning Roadmap – Course Correction (2 Hours)

In this session, we will explore strategies to increase the probability of being able to fully fund your goals and enjoy the retirement you envision. We will use a case study format with a baseline financial plan and begin to evaluate the impact of decisions in critical planning areas. We will also examine the impact of risks to the plan, such as market volatility, taxation, low Social Security payments, longevity, inflation, and health care expenses so that you can anticipate and plan for such risks.

Reality Based Investing (2 Hours)

This presentation will provide information on how new headlines, prognosticators, and even data can be misleading if not looked into thoroughly. Discussion will include investing strategies to protect your future.

8am – 4pm

Financial Planning A to Z (8 Hours)

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.

 8am – 12pm

Financial Planning Roadmap – Course Correction (2 Hours)

In this session, we will explore strategies to increase the probability of being able to fully fund your goals and enjoy the retirement you envision. We will use a case study format with a baseline financial plan and begin to evaluate the impact of decisions in critical planning areas. We will also examine the impact of risks to the plan, such as market volatility, taxation, low Social Security payments, longevity, inflation, and health care expenses so that you can anticipate and plan for such risks.

Charitable Giving & Gifting Strategies (2 Hours)

In this session, we will explore strategies to make a difference in the lives of others, while doing so tax efficiently. A few of the strategies that will be discussed include Donor Advised Funds, Qualified Charitable Distributions, current Gift Tax and Estate Tax rules, and potential rule changes.

Reserve Your Spot Today

Limited Attendance, Complimentary CPE

No course fees, complimentary breakfast and/or lunch provided

cpas-group-picture

Goodman Financial CPAs

From left to right: Wade D. Egmon, CPA, CFP®; Charlotte M. Jungen, CPA, CFP®; Diana Castro, CPA, CFP®; Steven R. Goodman, CPA, CFP®; Joni Eggleston, CPA; Lisa A. Francia, CPA; Ed Roth, CFA, CPA, CFP®, CEBS; Chris A. Matlock, CPA, CFA