Roadmap to Retirement & PFP Conference Sponsors

Are you looking for solutions for your financial planning? Have questions about retirement? Visit TXCPA Houston's Roadmap to Retirement and Personal Financial Planning Conference sponsors for an opportunity to learn more!

Platinum Sponsors


Goodman Financial has been helping clients in Texas and across the US achieve their financial goals for 30 years. We are committed to philanthropy and giving back to our community. As fee-only fiduciaries, we actively design and manage investment portfolios and provide financial advice while avoiding conflicts of interest or unnecessary risk. This client-centric approach allows for greater flexibility, tax efficiency, and lower expenses. We’re proud of our 95% average annual client retention since the firm was founded. Our team is highly credentialed, with extensive experience and expertise. They make prudent investment decisions and maintain focus on our clients’ long-term objectives.

Learn more

Silver Sponsors


More than a century ago, our founders saw the need for a bank built to last - an institution anchored in values, reinforced with resilience, and focused on opportunity. To realize their vision, they forged business foundations from the character and community that distinguish the Gulf South. Today, we carry on that remarkable legacy as one of America’s strongest, safest banks serving one of the nation’s most vibrant corridors.

Learn more

Register Today!



Gain valuable knowledge to help you make better financial decisions no matter what financial stage of life you are in at the 2021 Roadmap to Retirement & Personal Financial Planning Conference, October 26-27, 2021, at the TXCPA Houston Training Facility (OR Livestreamed).

Register for In-Person Day 1 & 2 here

Register for Livestream Day 1 & 2 here

Day 1: Roadmap to Retirement - October 26, 2021
8:00 a.m. - 5:00 p.m.

Register for In-Person Day 1 only here

Register for Livestream Day 1 only here

Day 2: Personal Financial Planning - October 27, 2021
Conference - 8:00 a.m. - 5:00 p.m.

Register for In-Person Day 2 only here

Register for Livestream Day 2 only here