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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PLEASE NOTE: Most of our live programs have been paused due to COVID19. Events show below are available. You may schedule “Strategies to Survive and Prosper” program by appointment. Call (978) 468-6528.

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June 2022

2022 Trust Basics

June 1, 2022 @ 9:00 am - 1:00 pm
Martin Courtyard Natick, 32 Speen St
Natick, MA 01760 United States
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$275

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

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2022 Medicaid Planning Update

June 2, 2022 @ 9:00 am - 1:00 pm
Martin Courtyard Natick, 32 Speen St
Natick, MA 01760 United States
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$325

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

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

June 10, 2022 @ 9:00 am - 1:00 pm
Martin Courtyard Natick, 32 Speen St
Natick, MA 01760 United States
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$275

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

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Financial Planning Update

June 23, 2022 @ 9:00 am - 1:00 pm
Boston Conference Center, 64 Pleasant St.
Wenham, MA 01984 United States
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$295

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.

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Ethics: Designed for Mandatory Compliance

June 23, 2022 @ 1:00 pm - 5:00 pm
Boston Conference Center, 64 Pleasant St.
Wenham, MA 01984 United States
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$245

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

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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.

Register for a Seminar

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

2022 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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