Sunrise CPE
Sunrise CPE on October 21

Help clients make a bigger impact with their charitable giving. Join Tina Canary and Michael Richardson, CFP®, for practical insights on philanthropic planning, charitable giving and legacy opportunities you can bring to your client conversations.

November CPE Luncheon_website image
CPE Luncheon | Nov. 13

Join us for a data-driven look at current economic conditions, key regional trends and the outlook for the Coastal Bend. Dr. Deniz Gevrek of Texas A&M University–Corpus Christi will share insights to help CPAs better understand the economic factors shaping local business and financial decisions.

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