CPE Course Registration
Training Room Schedule
LOCATION:
Goodman Financial Training Room
5177 Richmond Avenue, Suite 700
Houston, TX 77056
February 2024
Thursday, February 15, 2024 (8am – 4pm)
Financial Planning A to Z
Tuesday, February 20, 2024 (9am – 12pm)
Equity Compensation: Taxation & Planning and Tax Efficient Investing
(In-person or Virtual)
April 2024
Tuesday, April 30, 2024 (8am – 4pm)
Financial Planning A to Z
May 2024
Thursday, May 9, 2024 (9am – 12pm)
Financial Planning Roadmap – Course Correction and Charitable Giving & Gifting Strategies
(In-person or Virtual)
Thursday, May 16, 2024 (11:30am – 1:30pm)
Market Update and Tax and Investment Planning from ages 55-RMD Age
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.
