Public Speaking and Continuing Education Courses for Licensed Professionals
Melissa Shaw, CFP® is an experienced and entertaining speaker on many topics relating to financial services. She has spoken at many industry functions and teaches classes.
She is an approved provider with the California Department of Insurance to teach continuing education credits. (CE Provider Number 21004)
Ms. Shaw offers several courses that are available to earn continuing education credits for licensed life and disability producers and CPAs. Those courses include:
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Mixing
the Bed Sheets and the Balance Sheets: Helping couples with insurance
needs. Course #78984 Approved for 1 hour of life continuing education. Approval Period: to 3/31/2016 |
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Financial
Counseling: Talking about "The Money Game." Course #88078 Approved for 1 hour of life continuing education. Approval Period: to 10/31/2014 |
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Understanding
the Long Term Care Dilemma Course #12497 Approved for 8 hours of life continuing education credits. Approval Period: to 5/31/2016 |
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Variable
Life Insurance: Life Insurance, Securities & Tax Benefits All
in One. Course #88058 Approved for 1 hour of life continuing education. Approval Period: to 10/31/2014 |
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Financial
Planning Opportunities with Small Business Owners Course #81343 Approved for 3 hours of life continuing education credits. Approval Period: to 4/30/2016 |
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You can contact Melissa
Shaw, CFP® by email or by calling 800-729-6344. Her office
is located at 26477 Rancho Parkway South, Lake Forest,
CA 92630.
Melissa Shaw is a Risk Manager, Insurance Specialist and Financial Counselor.
