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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.