CPE Course Registration

  • Mailing Address
  • Please select the course(s) you would like to attend.

Training Room Schedule

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

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.