Throughout this series, Cannon experts help you be prepared to discuss critical wealth management issues with both clients and prospects. You will learn to surface opportunities, recommend solutions, and know when and how to introduce an expert.

Addressing a comprehensive set of 13 Wealth Management Issues is a win-win situation for both you and the client. Clients will be on track to fulfill their financial goals, and you will be able to position yourself as the provider of choice because of your capabilities to address wealth management issues from a comprehensive perspective. 

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Topics

• Investment Planning Issues
• Banking & Credit Management Issues
• Risk Management & Insurance Planning Issues
• Executive Compensation Issues
• Protection Strategies Issues
• Retirement Planning Issues
• Business Succession Planning Issues
• Education & Family Support Issues
• Charitable Giving Issues
• Distribution of Estate Issues
• Tax Planning Issues

For corporate pricing, please contact Natalie Kerns at 706-389.7670.