Many non financial advisors are not deeply familiar with the basics of financial statements, Balance Sheets and P and L reports. This workshop will help educate and demonstrate the importance of having a fluid working knowledge of business financials and why this knowledge can help all advisors to a better job for their business owner clients. . This session will be in a workshop, hands on format and all attendees will leave with now ways to help their clients. Non CEPA’s are most welcome…..
Parking & Directions:
The Witte Museum is located at 3801 Broadway in Brackenridge Park, just north of downtown. Take the Adventure Walk from the parking garage to the H-E-B Lantern Entrance, located on Broadway St. Members of the Witte Museum staff are available for personal tours of the museum after the session.
About the Presenter:
Learn from industry expert, Evan Gedminas, CPA, MBA, Gedminas and Associates, during this workshop.Meet the Presenter
Thanks to our sponsors!
This meeting will be held at The Witte Museum – Memorial Room.
Venue Address: 3801 Broadway St, San Antonio, TX 78209