Personal Financial Planning Conference

Wednesday, October 25, 2017 

Location: Houston CPA Society Training Facility 

777 Post Oak Blvd. Suite 500 Houston, Texas 77056

8 a.m.- 4:30 p.m.

Topics include: 

Healthcare ACA Changes 

Investment Strategies in Today’s Environment 

Roboadvisors

Houston Economic Trends 

Retirement Survival Guide 

Ages and Stages of Estate Planning: With and Without Estate Tax 

Income Tax Changes


Course Objective:
To provide attendees current information on topics relevant to professionals in the Personal Financial Planning industry.


Level of Instruction:  Overview/Update


Prerequisite: Basic knowledge


CPE Hours: 9 CFP Hours: 9 (pending)