The Houston Expo brings together two focused learning tracks with up to 18 CPE hours, offering practical insight across Federal Tax and Wealth & Asset Management. Attend both days or choose a single day, in person in Houston or online through the Wealth & Asset Management Track. Build an experience around your work with sessions covering tax and compliance updates, year-end planning, client advisory strategies, investment and estate considerations, regulatory developments, risk and market trends.

*Speaker and sessions are subject to change.