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

	Full Bio
	Bio Video
	Classroom Video

Materials for Students
• 7-Step Retirement Interview*
• 7-Step Insurance Interview*
Please use password provided by Daniel

Other Materials
• Overview of the Trust Business
• 2011 Estate Tax Law

• 2011 Federal Tax Guide
• Update on the Portability of Unused Exemption Between Spouses in the 2010 Tax Reform Act
• Analysis of the 2010 Tax Reform Act
• INHERIT Interview
• CLATs Couldn't Be Better
• The Estate Tax - What Now?
• Five Wishes Form - More info
• Ritz-Carlton Service Standards
 

• Strategies for 2011 - Registration Required
• 2010 Tax Relief Act: What Does It Mean for Your Clients? - Registration Required *see update*
• Can You Provide What Your Wealthiest Clients Need? - Registration Required
• The Estate Tax - What Now? -Registration Required
 

• 3 Greatest Risk Factors Conversation
Please use password provided by Daniel (user name and password are the same)

• Enroll Yourself in the Genius Factory
 

• Cannon Trust I-III
• Trust Tax I-III
• Financial Advisor's Course on Trusts
• Cannon Trust - Issues and Updates

• www.PGDC.com
• www.clarkhoward.com
• www.savingforcollege.com

• Man's Search for Meaning by Viktor E. Frankl
• How to Win Friends & Influence People by Dale Carnegie
• How to Stop Worrying and Start Living by Dale Carnegie
• The 7 Habits of Highly Effective People by Stephen R. Covey
• Moments of Truth by Jan Carlzon
• The Trusted Advisor by David H. Maister
• Leading Change by John P. Kotter
• First, Break All the Rules: What the World's Greatest Managers Do Differently By Marcus Buckingham & Curt Coffman

See More of Daniel's Recommended Readings

Back to Top