Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

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The Programs Below are available by Appointment

Call (978) 468-6528 or click links below.

View/Order “Your 10 Keys to Success”
View/Order “Strategies to Survive & Prosper”

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Executive Financial Planning Update

June 25 @ 1:00 pm – 5:00 pm

Financial Planning Update:

A review of the Financial Planning Process including the areas of Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, and Estate Planning. Numerous Handouts are also provided.

CEU .4

To register call 978-468-6528 or download and fax registration form below

2025 Reservation Form

Details

Date:
June 25
Time:
1:00 pm – 5:00 pm
Cost:
$295
Event Category:
Tax-Financial

Organizer

David Carleton, CPA

Boston Conference Center

64 Pleasant St.
Wenham, MA 01984 United States
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978-468-6528
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Event Navigation

  • « Employee Benefits & Pension Update
  • Ethics: Designed for Mandatory Compliance »

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

Register for a Seminar

To Register for a seminar either call 978-468-6528 or download the registration form below.

2025 Reservation Form

Research Library Materials

  • Trust Basics “The Key to Understanding”
  • Estate Planning Essentials – 706 and M706
  • Income Taxation of Trusts & Estates
  • Massachusetts Medicaid Planning Survival Guide
  • Personal Development – “The Power of a Millionaire Mentality®” Your 10 Keys To Success

View More …

Millionaire Mentality

Programs

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

IRS Approved Training Vendor

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573

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