Medicare Workshop/Personal Financial Planning

Medicare Workshop and Personal Financial Planning Two Day Conference

(Attendees have the option of attending both days or just one day of their choice)

Medicare Workshop

October 29, 2018

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


With 10,000 people turning 65 every day, it is more important than ever to understand financial benefits offered to older clients.


Personal Financial Planning 

October 30, 2018

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


Learn about Personal Financial Planning strategies at the only PFP conference for CPAs in the state.




Houston CPA Society Training Facility 

777 Post Oak Blvd. 

Suite 500 

Houston, Texas 77056


Medicare Topics


  • Medicare Basics: Medicare ABCD
  • Social Security 2018
  • Medicaid - Coverage for Long Term Care
  • Managing the Cost of Care as we Age
  • 7 Things Seniors need to do before Age 65


Personal Financial Planning Topics


  • Selling Value of Service – The Value of a Conversation         
  • When Regulators come Calling
  • Holistic Financial Planning - It’s More Than Investments                                                                              
  • Tax-Efficient Portfolios and Tax-Efficient Distributions
  • Community Property Laws 
  • Estate Planning After the Jobs Act                                                                 
  • Income Tax Update    



Medicare Workshops

Personal Financial Planning

Both conferences


CPE Credits:


Medicare Workshop: 8 hours


Personal Financial Planning: 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.


Course Materials: A link to access the course materials will be sent to conference registrants Friday, Oct. 26th. 


Parking: Complimentary on-site. Visitor parking is on the lower level of the parking structure. 


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


Goodman Financial Corp.


Briggs & Veselka

STA Wealth Management



Black Creek Group 

American General