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Tuesday, August 18, 2026 (8am – 4pm) – Financial Planning A to Z (8 CPE Hours)

Thursday, September 3, 2026 (11:30am – 1:30pm) – Financial Markets Update (1 CPE hour) + Investment & Tax Planning from Ages 55-RMD Age (1 CPE hour)

Thursday, September 10, 2026 (9am – 12pm) – Understanding and Optimizing Social Security (1 CPE hour) + Tax Efficient Investing (2 CPE hours)

Tuesday, November 10, 2026 (8am – 4pm) – Financial Planning A to Z (8 CPE Hours)

Thursday, December 3, 2026 (9am – 12pm) – Financial Planning Roadmap (2 CPE hours) + Charitable Gifting & Giving Strategies (1 CPE hour)

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Location: Goodman Financial Training Room
5177 Richmond Avenue, Suite 700
Houston, TX 77056

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Parking: Guest parking on level 2 of the parking garage with direct elevator access to building lobby.

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Training Room Schedule

August 2026

Tuesday, August 18, 2026
(8:00 AM – 4:00 PM)

Financial Planning A to Z
(8 CPE Hours)

September 2026

Thursday, September 3, 2026
(11:30 AM – 1:30 PM)

Financial Markets Update
(1 CPE hour)
+
Investment & Tax Planning from Ages 55-RMD Age (1 CPE hour)

Thursday, September 10, 2026
(9:00 AM – 12:00 PM)

Understanding and Optimizing Social Security (1 CPE hour)
+
Tax Efficient Investing
(2 CPE hours)

November 2026

Tuesday, November 10, 2026
(8:00 AM – 4:00 PM)

Financial Planning A to Z
(8 CPE Hours)

December 2026

Thursday, December 3, 2026
(9:00 AM – 12:00 PM)

Financial Planning Roadmap
(2 CPE hours)
+
Charitable Gifting & Giving Strategies (1 CPE hour)