Cannon Financial Institute

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Cannon is an experience which fosters collaboration and growth. Learn more about us. >

What We Do

Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.

We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
 
Consulting
& Design 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise

 

Frequently Requested Services

Certified Wealth Strategist® >

Corporate Training >

Estate Planning Teleconference Series >

2019 Schools Schedule >

New Trust Issues & Updates Course : Online : Embracing Change: Spousal Rollovers, Stretch Rules and the New Estate Tax Exemptions >

New Online Offering : Trust Audit, Compliance, and Risk Management I >

Thought Leadership

Performance or Provision?

Performance or Provision?

by William. T. Trigleth, III, Executive Vice President, Director of Certifications

Boomer males are getting older. Of their future, only two things are certain, taxes and death. One other thing is highly probable, and that is seven out of ten married women will become widows. Or, to put it differently, seven out of ten married Boomers will pass away before their wives.

Hence, in many of your accounts, the wife of the male boomer will end up with the money and the control. Industry statistics show that within twelve months of the death of the male account holder, seven out of ten widows will transfer the assets of the deceased husband to another manager.

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