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Estate Planning Basics & Privacy Protection Strategies CPA CPE Sept. 26th

Preservation Financial

Tuesday, September 26, 2017 from 3:30 PM to 5:30 PM (CDT)

Estate Planning Basics & Privacy Protection Strategies...

Registration Information

Registration Type Sales End Price Fee Quantity
CPA Registration with CPE credit
Each CPA may register themselves plus spouse or other non-CPA guests.
Ended $15.00 $0.00
Spouse/Guest Registration - no CPE credit
Limited seating - Don't wait to register.
Ended $10.00 $0.00

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Event Details

Estate Planning Basics 

& Privacy Protection Strategies 

2 Hours of CPA CPE

Plus Refreshments & Snacks

This two hour event will teach you the importance of estate planning and privacy protection strategies.  Whether your estate is large or small, you will benefit from this seminar.

We will cover some basic estate planning concepts and discuss how you can start building an effective estate plan for you and your family.  As well as the steps you can take to protect yourself from identity theft. 

This workshop will be led by Tim Philpot, and the Preservation Financial team.  

 

Tuesday, September 26th - 3:30 PM - 5:30 PM  @ Preservation Financial-Roanoke

 

Seating is limited to enhance the experience, so register now. 

Registration includes the cost of the workbook, refreshments and snacks.  We encourage you to invite your spouse to participate in order to enhance your  planning experience.  Also, if you know another couple facing that may benefit from this workshop, you may invite them to register as Guest Registrations.  

Objective: To provide CPAs with skills and tools in the area of retirement planning. Basic level - No prerequisites or advanced preparation necessary.  CPE credit provided by Preservation Financial, registered with the Texas State Board of Public Accountancy as a CPE sponsor - #9552. 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. Participants must be appropriate age adults and not securities licensed. Contact info@PreservationFinancial.com or (817) 285-7333. 

Preservation Financial, LLC is a full service financial services firm offering securities, retirement planning, annuities and insurance in Texas, not a CPA firm. Securities offered through Questar Capital Corporation (QCC), Member FINRA, SIPC. Advisory services offered though Questar Asset Management (QAM) A Registered Investment Advisor. Preservation Financial, LLC is independent of QCC and QAM.

Have questions about Estate Planning Basics & Privacy Protection Strategies CPA CPE Sept. 26th? Contact Preservation Financial

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When & Where


Preservation Financial
300 Main Street
Roanoke, TX 76262

Tuesday, September 26, 2017 from 3:30 PM to 5:30 PM (CDT)


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Organizer

Preservation Financial

Tim Philpot, David Schoening, & Kristi Tomlinson

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Estate Planning Basics & Privacy Protection Strategies CPA CPE Sept. 26th
Things to do in Roanoke, TX Seminar Business

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