Melissa Shaw, Planner

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:

 



Financial Counseling: Talking about "The Money Game."
Course #88078 Approved for 1 hour of life continuing education.
Approval Period: to 10/31/2016


Understanding the Long Term Care Dilemma
Course #12497 Approved for 8 hours of life continuing education credits.
Approval Period: to 5/31/2018


Variable Life Insurance: Life Insurance, Securities & Tax Benefits All in One.
Course #88058 Approved for 1 hour of life continuing education.
Approval Period: to 10/31/2016


Financial Planning Opportunities with Small Business Owners
Course #81343 Approved for 3 hours of life continuing education credits.
Approval Period: to 4/30/2018


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.