Duaneā€™s Capital Ideas: Strengthening your Financial Future

This month, Duane features pieces on the IRS taxpayer bill of rights, timing a Roth IRA conversion, and plan choices when saving for college.


 


The Unfulfilled Promise: IBD Growth via Supporting Advisor Growth

For the executive leader of today's mid-tier broker-dealer, a key charge is to profitability grow the firm. The challenge is having the right balance of growth - which drives revenues - and operational efficiency, which drives profitability.

 

SPECIAL NEEDS TRUST SCHOOL
February 23-24, 2015, San Francisco, CA

This two day workshop designed by Cannon's Fran DeMaris outlines the unique challenges faced by this client base and their caretakers. In addition to the two days of class time, Cannon will host a networking session immediately following class on February 23rd. Contact Cindy Hooper for more details.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

FREE WEBINAR: FEBRUARY 19TH
Best Practices for Adopting Social
Learning in Financial Services

Join Chris Nekvinda as he details the benefits of adopting Social Learning, outlines the Best Practices needed for a successful implementation in your firm, and demonstrates Cannon's approach, powered by our industry-leading Social Learning technology partner, Bloomfire.


 
 

LIVEONLINE™ COURSES
Minimize 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.


 
 
 
 
 
 
 
 
 
 
 
 
 

2014 HONOR GRADUATES
Congratulations!

Cannon is proud to recognize our Honor Graduates for 2014. These students scored 90% or higher on all course level exams and successfully completed their certification exams.