Medicare and Personal Financial Planning Conference

Medicare Workshop

October 29, 2018

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

Houston CPA Society Learning Center

8 a.m. - 9:45 a.m.


Medicare ABCD

Pi-Yi Mayo, JD, CELA 

Law Offices of Pi-Yi Mayo

10 a.m. - 11:45 a.m.


Social Security 2018

Andy Hardwick 

Social Security Administration

Presentation (pdf)
6147 KB

12:30 p.m. - 1:30 p.m.


Medicaid for Long Term Care

Bryn Poland, JD 

Law Offices of Pi-Yi Mayo

Presentation (pptx)
592 KB

1:30 p.m. - 2:40 p.m.


Managing the Costs of Care as We Age

Cindy Hartman, RN, BSN 

C + S Care Management, Inc.

Presentation (pdf)
11285 KB
Resource Page (docx)
19 KB

3 p.m. - 4:30 p.m.


7 Things Seniors Need to Do Before Age 65

Michael Alexander, Sr. 

The Medicare Whisper

Presentation (pdf)
3190 KB

Personal Financial Planning 

October 30, 2018

8 a.m. - 4:45 p.m.

Houston CPA Society Learning Center

8 a.m. – 9:15 a.m.                   


Selling Value – The Value of a Conversation

Dr. Robert Hausmann 

Professor University of Houston 

and Managing Principal Interaction Impact, Inc.

27846 KB
25825 KB
19067 KB
28993 KB
8737 KB

9:15 a.m. – 9:30 a.m.  


BREAK - Visit sponsors, make connections and enjoy refreshments.

9:35 a.m. – 10:25 a.m.

When Regulators Come Calling

Andrew Johnson, JD  

Thompson, Coe, Cousins, & Irons, LLP

Presentation (ppt)
8222 KB

10:30 a.m. – 11:20 a.m.                      


Holistic Financial Planning: More Than Just Investments

Curt Beck, CPA 

Investment Advisory Services, Inc.

Presentation (pdf)
226 KB

11:25 a.m. – 12:40 p.m.                      

Tax Efficient Portfolio Construction and Longevity Planning

Thomas Sartor, CFA 

The Financial Advisory Group, Inc.

Presentation (pptx)
1318 KB

12:45 p.m. – 1:45 p.m.           


Lunch -  Keynote Speaker 

Community Property Laws –

Tips and Tricks for Estate Planning

Pam Keever, JD 

Keever & Wiesenthal and American Title Co. of Houston

Presentation (pdf)
604 KB

1:50 p.m. – 3:05 p.m.             


Estate Planning After Jobs Act 

Thais Amaral Tellawi, JD 

Amaral Tellawi Law

Presentation (pptx)
11964 KB

3:10 p.m. – 3:25 p.m.             


BREAK - Visit sponsors, make connections 

and enjoy refreshments.


3:30 p.m. – 4:40 p.m.             


Income Tax After Jobs Act 

Richard Dyo, CPA, CHFP


Presentation (pdf)
20733 KB


Goodman Financial Corp.



Briggs & Veselka

STA Wealth Management



Black Creek Group 

American General  

CPE Credits: 


Medicare Workshop 


CPE: 8 hours 


Personal Financial Planning


CPE: 8 hours 


TSBPA rules states: the total CPE credits for a continuous program cannot exceed the actual time spent in the program. Continuous conferences and conventions, when individual segments are less than 50 minutes, should be combined and counted as one total program. For example, five 30-minute presentations would equal 150 minutes and should be counted as three CPE credits.


For every 50 minutes, you will receive 1 credit hour of CPE. For every 30 minutes, you can receive a half hour of credit. CPAs are responsible for reporting the correct amount of hours. 


CPE Certificate: CPE Certificates will be emailed out at the end of the day with electronic evaluations. Please take a few minutes to fill this evaluation out; these surveys allow us to plan better conferences year after year. If you did not receive any confirmation emails leading up to this conference or if you did not receive an email with the evaluation and CPE certificate, please contact Lauren Fowlkes at or 832.831.9220.


Social Media: Use our conference hashtag on your social media: #MedicarePFPConference 


Parking: Complimentary on-site parking.