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CPE Event Information
Goodman Financial Seminar - Financial Planning Roadmap - Course Correction and Charitable Giving & Gifting Strategies (In-Person Registration)
Event Code: HOZGFC9L
Date: May 9, 2024
Location: Goodman Financial Corporation
CE Credit(s): 3.00
TSCPA Member Fee: $0.00
Financial Planning Roadmap- Course Correction (2 CPE hours)
In this session, we will explore strategies to
increase the probability of being able to fully fund your goals and enjoy the
retirement you envision. We will use a case study format with a baseline
financial plan and begin to evaluate the impact of decisions in critical
planning areas. We will also examine the impact of risks to the plan, such as
market volatility, taxation, low Social Security payments, longevity,
inflation, and health care expenses so that you can anticipate and plan for
such risks.
Charitable Gifting & Giving Strategies (1 CPE hour)
In this session, we will explore strategies to make
a difference in the lives of others, while doing so tax efficiently. A few of
the strategies that will be discussed include Donor Advised Funds, Qualified
Charitable Distributions, current Gift Tax and Estate Tax rules, and potential
rule changes.
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