Bright Ideas CPA CPE Day Sept 30, 2021

300 Main Street,Roanoke TX 76262

30 September, 2021

Description

Bright Ideas CPA CPE Day at Preservation Financial Bright Ideas CPA CPE Day - 4 hours of CPE - Plus Wine TastingPlease join us for an informative afternoon of CPA CPE on September 30, 2021. Get 4 hours of fascinating Continuing Professional Education including snacks, refreshments and WINE TASTING.This morning of CPE has several inspiring speakers who will help you gain insight into many areas of interest.  You don't want to miss this.  Invite your CPA friends to join us for a fun morning of high impact, low cost CPE. Seats are limited - so register now!  Each attendee must register individually in advance on this website. Full refunds are available up to 4 days before so please register now to reserve your seat. A waiting list will be available if we are sold out. Advanced registration required. Topics and Speakers - 4 hours of CPE credit • Risks in Retirement – Adam Hale, CRPC, Regional Vice President, Symetra • Advance Estate Planning - John Anthony, JD, Anthony Law Firm • Financial Management - Tim Philpot, MBA,CPA,PFS, Advisor, Preservation Financial Check-in at 12:45 PM - Snacks, Coffee, Water - Plus Wine Tasting afterward. Objective: To update CPAs with broad current business financial topics such as tax, law, financial management, economic and financial information. Basic level - No prerequisites or advanced preparation necessary.  CPE credit provided by Preservation Financial, CPE sponsor #9552, registered with the Texas State Board of Public Accountancy. This registration does not constitute an endorsement by the board as to the quality of the CPE program.  CPE credits are granted based on a 50-minute hour.  For CPE questions contact [email protected] or (817) 285-7333.  The Advisors of Preservation Financial Wealth Management, LLC offer an array of financial services including retirement planning, securities, annuities and insurance in Texas, not a CPA firm. Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. Contact our team at (817) 285-7333 - Tim x11 / David x12 / Quinn x15 / Karen x10 Tim Philpot, MBA, CPA, PFS and David Schoening, MBA, CPA, CFP, Financial Advisors Quinn Moser, Financial Paraplanner and Insurance Consultant Please go to www.PreservationFinancial.com for more information about us. The Advisors of Preservation Financial Wealth Management, LLC offer an array of financial services including retirement planning, securities, annuities and insurance in Texas, not a CPA firm. Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. Office address: 300 Main Street - Roanoke, TX 76262