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Professional Continuing Education

Listed below are the current offerings: (click a course title for more information; classes currently being offered are highlighted.)

• Planning 231: Annuities & Medicaid Planning
• Planning 331: Advanced Annuities, Medicaid Planning Strategies
• Professional Ethics
• Business Owner Exit Planning
• Design & Implementation of a Business Exit Plan
• Beginning Estate Planning
• Intermediate Estate Planning
• Advanced Estate Planning
• Planning 101: Opportunities in Estate Planning
• Planning 102: IRA Boot Camp
• Planning 103: IRA Protection Trusts
• PIRAC™: The Private IRA Corporation
• Estate Plans That Work™
• Planning 106: EGTRRA 2001: The Estate Tax Game - The New Rules
• Planning 107: Women, Money & the Law
• Planning 221: Life Insurance Necessities in Estate Planning
• Planning 303: Planning for Residual Commissions
• Planning 402: Charitable Remainder & Charitable Lead Trusts
• Unauthorized Insurance Entities (FL DOI REQUIRED COURSE)
• FLP/IRA Planning

All course offerings are sponsored by The Oxford Wealth Education Forum, Inc., a not-for-profit educational institution limited to the development and implementation of timely & relevant professional education for active professional advisors.

Visit our online Professional Continuing Education
Course Selection and Registration Page. 

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