Broker Check
27 July
Bright Ideas 4 hr. CPA CPE at Preservation Financial


Please join us for an informative program on Thursday, July 27, 2023. Receive 4 hours of quality Continuing Professional Education, refreshments & 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 Wine:30 on Oak Street.

 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 Eventbrite website. A waiting list will be available if we are sold out. Advanced registration required.

 Check-in at 11:30 AM with refreshments; CPE presentations begin at 12:00 PM

Complimentary Wine Tasting begins at 4:00 PM. Please feel free to bring your significant other to join us at 4 pm for the Wine Tasting compliments of Wine30.

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. CPE Certificates will be sent to participants within 3 days by email. For CPE questions contact or (817) 285-7333.

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

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Preservation Financial Wealth Management, LLC is independent of Woodbury Financial Services, Inc. Not a CPA Firm. This message and any attachments containing information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

Date and Time

Thu, Jul 27, 2023

11:30a - 5:00p CST


The Classroom at Preservation Financial

300 Main
St Roanoke , TX 86262


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