Preservation Financial Appreciation Dinner & Comedy Show
Date and time
Location
Compass Church Roanoke
1101 TX Hwy 114 (west of Hwy 377) Roanoke, TX 76262Refund Policy
Description
Tim & David cordially invite you and your friends to:
Preservation Financial Wealth Management's
APPRECIATION DINNER & COMEDY SHOW
Exclusively for Clients and Friends
Featuring Lyndy Phillips, Comedian and Magician
We want to express our appreciation for your business and encourage you to invite your friends and business associates who may benefit from our services.
More about Lyndy at
www.lyndyphillips.com
Limited Seating
We still have rooom but expect a full house. Please register now to reserve a seat.
Reservation must be for a specific person including Name, Email & Phone #.
Invite friends and business associates who may benefit from our services to register at:
https://preservationdinner.eventbrite.com
This special event is exclusively for our clients, potential clients, and referring friends. No chlidren please.
Please help us maintain an accurate attendance.
Please call (817) 285-7333 to change or cancel a reservation.
Preservation Financial Wealth Management, LLC is a full service financial services firm offering securities, retirement planning, 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.
Organized by
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, MSFP, CFP, Financial Paraplanner and 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