Cannon Financial Institute

Duane E. Lee, II

Photo of Duane E. Lee, II

CFIRS™, CSOP™, AIF®, AFIM™
Executive Vice President

dlee@cannonfinancial.com

Bio Overview > FULL BIO (PDF)

Duane's Capital Ideas Newsletter

August 2016
July 2016
June 2016
May 2016
March 2016
February 2016
January 2016
December 2015
November 2015
August 2015
July 2015
June 2015
May 2015
March 2015
February 2015
January 2015
September 2014
August 2014
July 2014
June 2014
March 2014
February 2014
January 2014

AFIM CE Credit Materials

October 2017 A Random Walk 2 3 4
December 2016 Investment Articles
July 2016 Investment Articles
June 2016 Investment Articles
March 2016 Berkshire Hathaway Shareholder Report
January 2016 Investment Articles 2
December 2015 Investment Articles
August 2015 Investment Articles
July 2015 Investor Insights & Outlook
June 2015 Investment Articles
May 2015 Investor Insights & Outlook
February 2015 Investor Insights & Outlook
September 2014 Investor Insights & Outlook
May 2014 Investor Insights & Outlook
March 2014 Investor Insights & Outlook
February 2014 Investor Insights & Outlook
December 2013 Articles about Gene Fama 2, 3, 4
November 2013 Investor Insights & Outlook
October 2013 Advisor Perspectives Articles
August 2013 Investor Insights & Outlook
June 2013 Stocks & Investing Articles 2
May 2013 Investor Insights & Outlook
April 2013 AFIM Issues & Updates
February 2013 Investment Articles 2, 3

Concept Pieces

Year End Tax Planning Basics
Annuities as an IRA Investment Option
Equity Indexed Universal Life Insurance
Health Care Reform Considerations for Employers
In-Service Withdrawls
Long-Term Care Annuities
Return of Premium Term Life Insurance

Case Studies

Business Succession Planning
Charitable Lead Trust
Charitable Remainder Trust
Credit Shelter Trust
Donor Advised Fund
Dynasty Trust
Private Family Foundation
Qualified Terminable Interest Property Trust
Revocable Living Trust

Video Resources

A Savings Carol
The Rule of 72
Financial Planning: See the Big Picture
Coping with Market Volatility
4 Money Mistakes You Might Be Making
3 Factors to Consider in Retirement Investing
Your Employer's Retirement Savings Plan
Six Reasons to Work with a Financial Professional
Health Care Reform: A Timeline
Health Care Reform: Changes to Medicare
Social Security: When to Take Benefits
Financial Challenges Faced by Women
Index Fund Advisors - IFA.TV
Kahn Academy videos

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