CPE Course Registration
Training Room Schedule
LOCATION:
Goodman Financial Training Room
5177 Richmond Avenue, Suite 700
Houston, TX 77056
August 2023
Tuesday, August 29, 2023 (8am – 4pm)
Financial Planning A to Z (8 CPE hours)
September 2023
Thursday, September 21, 2023 (8am – 11am)
Financial Planning Roadmap – Course Correction
(2 CPE hours)
Charitable Gifting & Giving Strategies (1 CPE hour)
Thursday, September 28, 2023 (11:30am – 1:30pm)
In-person & Virtual
Market Update (1 CPE hour)
Investment & Tax Planning from ages 55 – RMD Age (1 CPE hour)
November 2023
Wednesday, November 8, 2023 (8am – 4pm)
Financial Planning A to Z (8 CPE hours)
December 2023
Tuesday, December 5, 2023 (9am – 12pm)
Equity Compensation: Taxation and Planning
(1 CPE hour)
Tax Efficient Investing (2 CPE 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.
