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. Fueled by a team of industry leaders, 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. >

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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 >

2018 Schools Schedule >

New Online Course: 2017 Issues & Updates: Fiduciary Investing >

Thought Leadership

How to Save a Shopaholic From Shopping and Other Fundamentals of Personal Trusts

How to Save a Shopaholic From Shopping and Other Fundamentals of Personal Trusts

by Daniel Smith

You don’t need to be an attorney to bring up the subject of personal trusts with clients.  No one from a bar association is going to rush in and tap you on the head with a judge’s mallet as long as you’re not giving legal advice. As an FA, you want to learn enough about trusts so you feel comfortable raising this issue with clients. So, I’ve written this article to give you a sample of a few fundamentals which might be useful.

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