Technology takes hold: Are financial advisors a thing of the past?

Technology has been reshaping and changing the role of the financial advisor for some time now. That raises an interesting question: Does technology have the ability to entirely replace the financial advisor?


 


2015 Trends for Estate Planning

The tax and estate planning trends this year are important and some proposals could be game-changers. At Cannon, we are committed to keeping the industry up-to-date on both the facts and the rumors.

 

FREE WEBINAR: MARCH 19TH
Behavioral Finance - What you need to know

What your clients think and believe influence their decisions. Those decisions in turn can vastly affect their financial security. Join Cannon's Linda Eaton for this discussion where she will share tips on how to re-frame client's perceptions to help them make the right choices.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

MARCH 24th - 1PM ET
Cannon Estate Planning Teleconference Series: Best Designs for the Exercise of Trustee Discretion

Join us for this program as we examine incentive trust approaches, drafting and defending exculpatory clauses, and the language that effectively confers investment flexibility on a trustee.


 
 

APRIL 27-28, 2015
Cannon Schools in Washington, DC

We equip industry professionals and companies with the knowledge and skills to excel. We believe that, together, we can make secure financial futures a reality. Join us in Washington and begin the next phase of your career.


 
 
 
 
 
 
 
 
 
 
 
 
 

MAY 17-30, 2015
Cannon Schools in Malibu, CA

Join us on the historic campus of Pepperdine University for courses in Personal Trust, Retirement Planning, Securities Operations, and Risk Management.