DATE & TIME:
Saturday, January 21, 2023
9:00am – 11:00am

ITINERARY:
Breakfast buffet to be served
Presentation

PRESENTERS:
Steven R. Goodman, CPA, CFP^®
President

Chris A. Matlock, CPA, CFA
Chief Investment Officer

Linda McCoy, CFP^®, CMT
Chief Client Officer

LOCATION:
Houston Country Club
One Potomac Drive
Houston, Texas 77057
Get Directions