Are financial advisors bad at planning their own exits?

 
 

Do you know who is going to take over your books when you retire? For financial advisors, it seems to be the classic "Do as I say, not as I do" problem - you've spent decades advising others on retirement and succession planning, but you haven't taken the time to figure things out for yourself.

Thousands of advisors across the country face this predicament. They want to dive head first into retirement, but their business - and perhaps their bank accounts - aren't yet ready.


   
 


Women in philanthropy: Their motivations, the numbers and its impact on advisors

Fifty years ago, women were a no-show when it came to charitable giving, let alone competing with their spouses as the breadwinner of the family. Thankfully, that has changed. Today, women are a growing segment of wealth management and household income alike.

   

 

CANNON ESTATE PLANNING TELECONFERENCE
Next airs July 21st at 1pm ET

Join Estate Planning Attorney, Clary Redd, as he discusses State Income Tax Issues with Trusts and how the various states’ income tax laws can affect how estate plans are designed.
 
 
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

CANNON SCHOOLS @ BOSTON
August 2-15, 2015

Travel to a city steeped in rich cultural history. Cannon Schools offers the opportunity to explore Boston as well as develop your professional knowledge in Personal Trust, Securities Operations, Trust, Audit, Compliance and Risk Management, Investment Management, Corporate Trust, and Retirement Planning Services.


 
 

RETIREMENT PLANNING SERVICES ISSUES AND UPDATES @ CHICAGO
August 24–25, 2015

Cannon encourages students to stay current in their knowledge in order to best serve their clients. In this course you will focus on emerging issues and trends in the Retirement Planning Services Market as well as regulatory revisions and advanced investment concepts.


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

LIVEONLINE™ COURSES
Minimize your time away from work and family

We understand the value of time. That's why Cannon provides a way to further your education with no travel required. Choose from one of our many course offerings to continue your professional growth.