The CPA Series at Saint Joseph’s College will hold a one-day workshop titled “Estate Planning & Elder Care Issues” for certified public accountants and other financial professionals on Thursday, August 23. The workshop will provide eight hours of continuing professional education credits toward licensing requirements, including one hour of ethics.
The key workshop presenter is Richard Ploss, CPA, CFP. He serves as chair of the Trusts & Estates Group at Preti Flaherty law firm in Portland, focusing on federal income taxation and probate litigation. Ploss regularly assists clients with wealth transfer planning. Prior to joining Preti Flaherty, he practiced as a solo attorney in Bedminster, N.J., for nearly 16 years – primarily in the areas of estate planning and estate administration. He is a Certified Public Accountant (Georgia) and a Certified Financial Planner (CFP®) professional.
The workshop will be held at Viola George Auditorium in Harold Alfond Hall on the Sebago Lake campus in Standish from 8 a.m. to 4 p.m. To register, visit http://online.sjcme.edu/cpa or call 800-752-4723 for more information. The workshop fee of $129 includes refreshment breaks and lunch.
August 6, 2012
Contact: Charmaine Daniels at (207) 893-7723 or e-mail email@example.com