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:

Understanding the Long Term Care Dilemma

Course #12497 Approved for 8 hours of life continuing education credits.
Approval Period: to 5/31/2020

Financial Planning Opportunities with Small Business Owners

Course #81343 Approved for 3 hours of life continuing education credits.
Approval Period: to 4/30/2020

Melissa Shaw is a Risk Manager, Insurance Specialist and Financial Counselor.