Please join us for an informative program on Thursday, July, 25th  2024 at "The Classroom" at Preservation Financial. Receive 4 hours of quality Continuing Professional Education, & refreshments will be provided along with Complimentary Wine Tasting to follow program.

This CPE program has many inspiring speakers who will help you gain insight into many areas of interest.  Each speaker is a leader in their profession. You don't want to miss this program.  After the program, every registrant can experience complimentary Wine Tasting provided by 3 Vino Winery

Invite your CPA friends to join us for a fun time of high impact, low-cost CPE. Seats are limited - so register now! Each attendee must register individually in advance on the Regfox website. A waiting list will be available if we are sold out. Advanced registration required.

 Check-in is at 11:45 AM with CPE presentations beginning at 12:00 PM

Complimentary Wine Tasting begins after the final speaker. 

Speakers and Topics:

Steven Coffin, Scheef & Stone, L.L.P., What to know about the new Corporate Transparency Act

Tim Philpot, Preservation Financial, Financial Planning and Legacy Planning

Tyler De Hann, Sammons Institutional Group, A look into DC and its impact on financial planning

Todd Wolak, TransAmerica, Healthcare Costs

Objective: To update CPAs with broad current business topics such as tax, accounting, management, law, employment, government, 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 info@PreservationFinancial.com or (817) 285-7333.

This event is sponsored by Preservation Financial as a CPA community networking event.  

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Preservation Financial Wealth Management, LLC is independent of Osaic Wealth. Not a CPA Firm.