Meeting/Event Information

November CPE: Planning Ahead for the Final Sunset

November 14, 2019
8:00 AM - 4:30 PM

Trinity Presbyterian Church- Building B
3003 Howell Mill Rd NW
Atlanta, GA 30027


Schedule of Events

8:00am Networking, Registration, and Breakfast
8:45am-4:30pm Program
4:45pm Optional Social Event

Participants will earn 4.0 Personal Development and 4.0 Specialized Knowledge CPE credits

  • Fields of Study: 
    • Personal Development  4.0 CPE hours
    • Specialized Knowledge  4.0 CPE hours
  • Participants will: 
    •   Review various aspects of estate planning for themselves and their families
    •   Identify the various aspects of business succession and estate planning for small businesses
    •   Learn the steps for planning for special needs beneficiaries 
    •   Identify long term care issues and how to negotiate them.


Estate Planning in Georgia - Planning for Incapacity, Titling of Assets, Beneficiary Designations, Wills, Probate, Trusts
Rebecca Godbey Cummings, JD

Business Succession & Estate Planning for Small Businesses - Buy-Sell Agreements, Creating Liquidity, Valuation & Funding
Neeli Shah, JD

Planning for Beneficiaries with Special Needs & Medicaid Planning
Heather Nadler, JD, Nadler Biernath, LLC

Long Term Care Issues and How to Negotiate Them
Nancy Bour, Synergy Home Care

To reserve your seat register online at: at and select from the event menu.   In order to be awarded the full credit hours, you must be present, registering your attendance, arrival, and departure on the attendance sheets at the sign-in desk.  Participants will earn 8.0 CPE credits.

Additional Information
There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live
Refunds and Cancellations:  Refunds are given up to 2 days before the presentation/seminar or fees charged may be applied to another session.  For more information regarding refunds, complaints, and/or program cancellation policies, please contact [email protected]Kim Schaeffer, CPA at (404) 252-6610.

Georgia Women CPAs, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:






$125.00 Member Pricing
$110.00 Earlybird rate before November 9

$180.00 Non Member Pricing
$165.00 Earlybird rate before November 9