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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Today

June 2025

Wed 25
June 25 @ 9:00 am - 1:00 pm

Employee Benefits & Pension Update

Boston Conference Center 64 Pleasant St., Wenham, MA, United States

Including RMD and Plan Termination - CEU .4

$295
Wed 25
June 25 @ 1:00 pm - 5:00 pm

Executive Financial Planning Update

Boston Conference Center 64 Pleasant St., Wenham, MA, United States

A review of the essential areas of Financial Planning: Insurance Planning, Tax Planning, Planning for Retirement, Investment Planning, Estate Planning including a detail discussion of crypto currencies such as Bitcoin, Etherium, LiteCoin, etc and whether or not they should be part of you and your client' financial plan.

$295
Fri 27
June 27 @ 9:00 am - 1:00 pm

Ethics: Designed for Mandatory Compliance

Boston Conference Center 64 Pleasant St., Wenham, MA, United States

(Mandatory Compliance) -Supplemental Materials: An Ethics Quiz, and MA Board of Public Accountancy Website: (Code of Ethics and Rules of Professional Conduct)

$245
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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.

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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

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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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