For CPAs –

Earn CPE hours with Goodman Financial

In coordination with TXCPA Houston


Training Room Schedule

Reserve Your Spot Today

Limited Attendance, Complimentary CPE

Course Descriptions

  • 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 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.

Lunch provided

  • 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.
  • 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.

Breakfast provided

  • 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, tax planning, retirement planning, investment planning, and estate planning.

Breakfast & lunch provided


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