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About CFI/Instructors/Instructor Duane Lee's Archive

Duane Lee's Archive

Cannon Financial Institute Cannon Team
Cannon Instructor Full Bio Full Bio
Cannon Instructor Bio Video Bio Video
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Duane E. Lee, II
Executive Vice President
dlee@cannonfinancial.com

 

           

 

Duane Lee's Capital Ideas Newsletter:
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008
August 2008
July 2008
June 2008
May 2008
April 2008
March 2008
February 2008
January 2008

Points to Ponder:
March 2009
February 2009
January 2009
December 2008

 
Planning Templates:
Asset Protection Template
Basic Estate Planning Template
Basic Retirement Planning Template
Buying a Home Template
Caring for an Aging Parent Template
Charitable Giving Template
Disability Insurance Template
Family Business Succession Planning Template
Financial Aid for College Template
IRAs Template
Life Insurance and Estate Tax Template
Life Insurance Basics Template
Lifetime Transfers to Children Template
Loss of a Spouse Template
Planning for Incapacity Template
Planning for Remarriage Template
Planning for Social Security Template
Retirement Planning with Annuities Template
Rollver Guide Template
Roth Rollover Guide Template
Saving for College Template
Year-End Tax Planning Template


Concept Pieces:
Growth vs Value
Guaranteed Lifetime Withdrawal Benefit Annuity Rider
How Grandparents Can Help Grandchildren with College Costs
How Much Annual Income Can Your Retirement Portfolio Provide
Health Savings Accounts
Irrevocable Life Insurance Trust
Immediate Annuities Can Provide Lifetime Income
Income in Respect of a Decedent
Identity Theft
Inheriting an IRA or QP
Investment Goals
IRA
Key Fundamentals Stock Data
Legacy
Long Term Care
Market Volatility
Medical Professionals
Medicare
Monte Carlo Analysis
Mortgage Payoff
Mortgages
Myths about Social Security
New Housing Law
Non-Profit Boards
NQCD Plans
Planning for Incapacity
Planning Lessons for Educators
Protect Against Theft
Protect With Life Insurance
Reaching Retirement
Recovering From Identity Theft
Retirement Plans for Small Business
Rollovers
Roth 403(b)
Roth IRA
Saving for College
Saving for Retirement
Single 401(k)
Social Security
Stock Indexes
Stock Trading Techniques
Stock by Size & Style
Stretch IRA
Succession Planning
Tax Planning
Taxable vs Tax Free Bonds
Technical Analysis
Top Year-end Investment Tips
Trust Basics
Understaning Bond Yields
Variable Annuites
We Just Had a Baby
Why I Don't Want Life Insurance
Women and Retirement Planning
 

 



 
   
 

 

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