The Power of a (Grand) Mother   By Clint Bentz

My mother, Barbara, passed away in 2009 following a four year battle with cancer. After our dad's unexpected death from a heart attack in 2002 at the age of 66, mom remained as our family's Chief Emotional Officer.


 


ETFs: Prevent confusion and help your clients diversify their portfolios

How well-versed are your clients in exchange-traded funds? ETFs are growing in popularity - and could very well be a viable investment option - but overall education on the subject is lacking.


 

Is there a future in virtual advising?

What's a better investor, an algorithm or a person? Sure, that's a bit of a loaded question, but it's still a query that many clients are asking today.


 

 

CANNON ESTATE PLANNING TELECONFERENCE
Next airs June 23rd at 1pm ET

Succession planning is vitally important to the survival of a family business beyond the retirement or lifetime of the current owners. Join Clary Redd as he discusses the Opportunities and Challenges of Closely – Held Business Succession Plans and how they can relate to your clients’ businesses.
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

TRUST TAX @ THE UNIVERSITY OF NOTRE DAME
July 19-25, 2015

Join Cannon for Trust Tax, presented exclusively in South Bend, where you will discuss Fiduciary Income Tax, Tax Payment and Accounting Income, Private Foundations and Public Charities, and many other hot-button topics. By attending this class you may be eligible for CE or CLE credit.


 
 

WEALTH MANAGEMENT: RETIREMENT PLANNING CONVERSATIONS
Mastering Retirement Discovery Interviews

Retirement is a factor in the life of almost every client with whom you will ever work, and retirement planning is affected by and affects nearly every other aspect of your clients’ financial lives.


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

2015 HONOR GRADUATES - Q1
Congratulations!

Cannon is proud to recognize our Honor Graduates for the first quarter of 2015. These students scored 90% or higher on all course level exams and successfully completed their certification exams.