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

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2008 Spring Reservation Form

Mail to P.O. Box 458, Wenham, MA 01984 - Call (978) 468-6528
or FAX (978) 468-2573

"RECESSION SPECIAL" Asset Protection Strategies - $175.00 - and Medicaid Planning Update - $175.00. Spring Schedule Posted. See Below for new dates.

No.

Program

Speaker

CEU

Location

Date

Cost

Time

Total
  Wealth Accumulation and
Protection		 Rick Solano, CPA, MST,

 .8

 Orlando: 
J W Marriott		 May 1 $495

9-5

 $
 

 

              
 

MEDICAID PLANNING WORKSHOPS

              
 ** Medicaid Planning Update Todd Lutsky, Esq., LLM

.4

 Peabody:  Holiday Inn May 15 $175

9-1

 $
 ** Medicaid Planning Update Todd Lutsky, Esq., LLM

.4

 Natick:  Crowne Plaza June 5 $175

9-1

 $
 ** Medicaid Planning Update Todd Lutsky, Esq., LLM

.4

 Braintree:  Tara June 24 $175

9-1

 $
 

 

              
 

ASSET PROTECTION STRATEGIES

              
  Asset Protection Strategies                             Dan Doherty, Esq., CPA

.4

 Peabody: 
Holiday Inn		 June 4 $175

9-1

 $
  Asset Protection Strategies                             Dan Doherty, Esq., CPA

.4

 Braintree:  Tara June 24 $175

1-5

 $
 

 

              
  Ethics: Designed for
Mandatory Compliance		 John Kelleher, Esq., CPA

.4

 Peabody:  Holiday Inn May 28 $99 9-1 $
  Ethics: Designed for
Mandatory Compliance		 John Kelleher, Esq., CPA

.4

 Natick:  Marriott June 21 $99 9-1 $
  Ethics: Designed for
Mandatory Compliance		 John Kelleher, Esq., CPA

.4

 Braintree:  Tara June 25 $99 9-1 $
 

 

              
 
TAX & FINANCIAL PLANNING
3 Days for $495
            
  Valuation of a Business
USPAP also		 John Kelleher, Esq., CPA

.4

 Braintree:  Tara June 10 $225 9-1 $
  Real Estate Appraisal          Rocco Beatrice, CPA, MBA

.4

 Braintree: Tara June 10 $225

1-5

 $
  Business Succession Planning Robert Adelson, Esq.

.4

 Braintree:  Tara June 11 $225 9-1  
  Employee Benefits  & Pension PlanUpdate Joseph O. Scardino, Esq.

.4

 Braintree:  Tara June 11 $225 1-5  
  Wealth Accumulation and
Protection		 Rick Solano, CPA, MST,

 .8

 Braintree: Tara June 12 $495

9-5

 $
 

 

              
 

Certificate in Trust &
Estate PlanningTM

    --- All -  4 -  $895        
  Trust Basics: Recovable/Irrevocable/Grantor/etc. Joel Bernstein, Esq., CFP

.4

 Braintree  Tara

Natick:   Marriott		 May 21

June 16		 $225

$225		 9-1

9-1		 $
  Basic Estate Planning Essentials  (706 Example) Todd Lutsky, Esq.

.4

 Braintree:  Tara

Natick:  Marriott 		May 22

June 17		 $225

$225

9-1

9-1

 $
 ** Estate Planning - Intermediate/Advanced Daniel Doherty, Esq., CPA

.8

 Natick  Marriott June 19 $245

9-5

 $
  Income Taxation of Trusts & Estates   Joel Bernstein, Esq., CFP

.4

 Natick:  Marriott June 26 $225

9-1

 $
 

 

              
  Wealth Accumulation and
Protection		 Rick Solano, CPA, MST,

 .8

 Wenham: FCE Ctr. June 27 $495

9-5

 $
 

 

              

Total _______                        

**Also Approved for Mass. Insurance
(Call for exact number of credit hours.)

(You may print this page and either mail to the above address or Fax directly to us at 978-468-2573.
or call 978-468-6528 to register immediately. 

Check ____ MC ___VISA___AMEX___Card No. ___________________________Exp. __/__/__
                                                                    Signature ______________________________________
If sending a check, please make it payable to:
Foundation for Continuing Education and send to P.O. Box 458, Wenham, MA 01984
Name:___________________________________________________________
Company _____________________________________________________________
Address: _________________________________________    Phone: ____________________
City/State/Zip _____________________________________    FAX   ______________________
                                                                                                          E-mail _____________________

MAP to the Conference Center

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations,   The Director of Practice in Washington, D.C., and the Institute of Certified Bankers.
** Qualifies for Massachusetts Insurance Credit

Any questions, comments or address changes, please send
Fax to 978-468-2573 or E-mail adele@fce.org


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