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About Instructor Daniel Smith

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Daniel A. Smith, CWS®, CFP ®
Executive Vice President
Director of Personal Trust
dsmith@cannonfinancial.com

About Daniel 
Daniel’s extensive real-world experience brings his classroom information into immediate, practical, and applicable form. He specializes in integrating sales and relationship management with the complexities of estate planning, estate taxation, charitable giving, and investment management issues of the High Net Worth and Ultra High Net Worth client. Prior to joining Cannon in 1990, Daniel was a Trust Services Officer at First Hawaiian Bank and an Account Executive with Dean Witter Reynolds (now Morgan Stanley).  His years of experience with Cannon have added best practices from constant interaction with many of the nation’s top financial advisors and wealthy individuals.

When not teaching at Cannon Schools, Daniel is a frequent speaker at banks, trust companies, brokerage firms and other financial services companies nationwide. He also speaks at financial services conferences on estate planning, taxation, sales, sales management, quality service and industry trends. His work has been published in Trusts & EstatesRegistered Rep and other industry publications.  Daniel's On Site training addresses sales and service issues and technical topics related to personal trust, investments, and estate planning. His consulting work is focused on developing custom sales presentation materials and computer-based training.

Primary Areas of Expertise

  • Sales and Relationship Management
  • High Net Worth issues
  • Ultra High Net Worth issues
  • Estate Planning and Taxation
  • Charitable Giving

Education

  • B.S. - Business Administration, Marketing and Finance, University of South Carolina
  • Oregon State University
  • Cannon Trust School, Honor Graduate

Additional Professional Education

  • Advanced Administration of Estates & Trusts
    Cannon Financial Institute
  • Advanced Estate Planning Techniques
    ALI-ABA
  • Advanced Instructor Techniques
    Langevin Learning Services
  • Advanced Personal Trust Update
    Cannon Financial Institute
  • Advising Clients on Estate Planning & Philanthropy
    University of Hawaii Foundation
  • Agent's License, Life & Health Insurance (expired)
  • Cannon Trust School I, II, III
    Cannon Financial Institute, Inc.
  • Estate Planning and Probate in Hawaii
    National Business Institute
  • Financial and Estate Planning
    Hawaii Institute for Continuing Legal Education
  • Gift and Estate Tax Committee, Probate Section
    Hawaii Bar Association
  • Hawaii Estate Planning Council
    Hawaii Tax Institute Chaminade University of Honolulu
  • How Adults Learn
    Langevin Learning Services
  • Instructional Design for Trainers
    American Management Association

Designations & Licenses

  • Certified Wealth Strategist®
  • Certified Instructor/Facilitator
  • Certified Financial Planner®
  • NASD Series 7 General Securities Representative (inactive)
  • NASD Series 63 Uniform Securities Agent (inactive)
  • Life Insurance Agent 

Featured Speaker & Lecturer

  • Cannon Schools Faculty
  • Financial Planning Association National Conference
  • BMA National Sales Conference
  • Illinois CPA Society Conference  
  • Charles Schwab IMPACT conference
  • Pennsylvania State Bankers Association Trust Conference
  • AITCO (Association of Independent Trust Companies) Conference
  • MOKAN conference
  • Tri-State Trust Conference
  • Indiana Bankers Association

 

 

 

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