Cannon Financial Institute

Retirement Planning Services Issues & Updates

In this two day course, Cannon covers topics that complement all roles serving trust clients and supporting departments.

This concentrated two-day course focuses on industry forward trends. This course is not limited to Retirement Planning professionals.  Topics complement all roles serving trust clients and supporting departments.

Many professionals satisfy Continuing Education and Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).

Topics

  • Regulatory Revisions and Trends
  • Advanced Investments Concepts
  • Disclosures
  • Case Studies
  • Roundtable Discussions

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