Overconfident clients? How to battle bias when talking retirement

Just how adept are you at predictions? Could you guess the future financial performance of your business within a few percentage points? Can you estimate the date of your death within a few years?


 


Duane Lee's Capital Ideas

This Issue features pieces on how healthy resolutions can pay off, Social Security statements, IPOs, and financial aid for college.

2015 Key Numbers provide details on Section 179, additional data for financial advisors

The beginning of 2015 is finally here, which means that it is time to prepare and plan for the next 12 months. These are the numbers you need to know.


Strategic business planning: Start your year off on the right foot

Do you practice what you preach? It is no secret that financial advisors understand the importance of business planning - and they are more than willing to share the merits with their clients - but in some cases, they aren't applying those same tenets to their own financial advisory firm.

 
JANUARY 27th - 1pm ET
Cannon Estate Planning Teleconference Series: Breach of Fiduciary Duty Claims Revisited

Join us for this program as we examine examples of negligence and willful misconduct, required disclosures to beneficiaries, and the heightened standards of performance for professional fiduciaries.
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
FEBRUARY 23-24, 2015
Cannon Schools in San Francisco, CA

We equip industry professionals with the knowledge and skills to excel in their roles. We help the companies that support those professionals to thrive. We believe that, together, we can make secure financial futures a reality. Join us in San Francisco and begin the next phase of your career.


 
 
SKILL BUILDER VIDEOS
Take your business to the next level

In these twenty-two 15-minute videos, Cannon's Clark Brown provides you with sample scripting and helpful tips that will assist in growing your advisory business, includes 1-year of access to Cannon's Learning Management System.

 
 
 
 
 
 
 
 
 
 
 
 
 
LIVEONLINE™ COURSES
Minimize your time away from work and family

Unable to get away from your office? Cannon delivers the same great classroom experience right to your desk. Attend one of our many course offerings from your own location.