SUPER CPA CE EVENT (5/7/2025)

Date: Date: May 7, 2025

Time:12pm - 1:30pm

Location: Flemings Steakhouse, 1960-A Chain Bridge Road, McLean, VA 22102

Join us for a special event dedicated to keeping CPAs on top of recent estate and trust planning developments and the opportunity to earn 20 CPE credits in an hour and a half!  

Who: This event is for CPAs. The event will be sponsored by Transamerica with guest presenters, Chris Parks and Mike Sosnowski.  

What:

1. Live Presentation: Wealth Transfer Planning  
2. Electronic Exam
   • Self-Study/Correspondence Course: Estate Planning (2025 Edition)
     • Approved for 20 CPE credits 100 question exam 
     • Must receive a passing grade of 70% or higher  

Registration is limited, please RSVP by emailing RSVP@PlumTreeFinancial.com to reserve your spot today!  

Agenda topics include the following:  

• Overview of the Federal Wealth Transfer Tax System,  
• Basic Estate Planning Documents,  
• Estate Planning for Married Couples,  
• Advanced Wealth Transfer Strategies 
• State Death taxes