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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September 2020

Mon 14
September 14, 2020 @ 11:00 am - 3:00 pm

Your 10 Keys To Success

Boston Conference Center 64 Pleasant St., Wenham, MA

Rick Solano, the Author of "The Power of a Millionaire Mentality®" shares with you his 10 Keys to Success: Attitude; Love; Health; Pain; Thinking Rich; Desire & Commitment; Persistence; Money; Knowledge; Timing.

$495

March 2023

Tue 28
March 28 @ 9:00 am - 1:00 pm

2023 Medicaid Planning – What’s New and What Needs to be Reviewed

Marriot Residence Inn: Natick 1 Superior Drive, Natick

MassHealth rules or more specifically the application of these rules are constantly evolving. Between the Supreme Judicial Court decision in the Fournier case and the settlement agreement in the Hirvi case, coupled with required meetings with MassHealth to discuss procedural rules and application of cases and fair hearings to the MassHealth regulations, there appears to be a trend in the right direction.  CEU .4

$325

June 2023

Thu 1
June 1 @ 9:00 am - 1:00 pm

2023 Trust Basics

Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA

Explore the Definitions and Types of Trusts;Case Study, etc. - CEU .4

$275
Tue 6
June 6 @ 9:00 am - 1:00 pm

Estate Planning Essentials: Fed & Mass Issues (706 & M706)

Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA

Join us in this exciting walk through of a Federal & Mass. estate. With Practical Examples & Estate Planning Essentials - CEU .4

$275
Wed 7
June 7 @ 9:00 am - 1:00 pm

Estate Planning – Intermediate/Advanced

Marriott Courtyard: Natick 342 Speen Street Natick, Natick, MA

Intermediate to Advanced Estate Planning - CEU .6

$275
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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.

2023 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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