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Personal Financial Planning

ImageChair

Benjamin C. Simiskey
PLS Advisory, LLC
1415 Mustang Lake Ct
Richmond, TX 77406-7961
(281) 750-0323

ImageVice Chair

James S. Lucas
Goodman Financial Corporation
5177 Richmond Ave. #700
Houston, TX 77056-6746
(713) 599-1777
FAX (713) 599-1811

 

 

 

 


 

  • Sponsors annual Personal Financial Planning Conference and other financial planning and eldercare related CPE.
  • Develops and presents personal financial planning study groups.
  • Promotes the qualifications of the CPA planner to the public.
  • Promotes the CPA to the general public as an unbiased source of information on solving financial problems unique to the elderly, their families, and their caregivers.
  • Assists practitioners in developing an ElderCare practice and referral network within their traditional CPA firm.
  • Meets six (6) times per year.

Staff Liaison
Carla Sanders
(713) 622-7733 x310