Since our first program in 1999, this series has been the premier source for up to date information about estate tax law changes and current trends in the marketplace. Every new Congress in Washington means new legislative initiatives, and the Estate Planning Teleconference series will bring you updates on these as they unfold, in addition to our scheduled teleconferences topics.

Each month, thousands of professionals tune in to hear us discuss topics with a diverse group of participants that include attorneys, accountants, enrolled agents, insurance agents, financial planners, trust officers, family office staff, private bankers and investment advisors.

When you join Cannon on these teleconferences, we will cover the most current issues affecting wealth management and estate planning professionals keeping you well informed, and helping you decide how best to serve your clients and customers.

Each teleconference is held from 1:00 p.m. - 2:30 p.m. E.T. and contains approximately one hour of lecture and thirty minutes of Q&A.

• Monthly: This pay as you go option is for one site (phone line) per month. $295

• 6 Month bundle: This package option allows you to pre-pay for 6 calendar events without being tied to a specific topic or month. As you find a topic that meets your needs, call KRM and they will deduct it from your remaining series. $280 per site (a savings of $90)

• 12 Month bundle: This package option allows you to pre-pay for the entire year (12 events) at one time and never have to think about it again! $265 per site (a savings of $360)

• Multi-Site/Multi-Month Program: This program is reserved for those clients in need of over 25 sites/events. Email or call Cindy Hooper for details (chooper@cannonfinancial.com 706.389.7647)

Every Monthly session is packed with useful information and discussion, and the materials packet has take aways that are immediatley applicable for your clients.

• Grow Your Business Contacts
Cannon provides all the tools you need to use these events to host centers of influence and business partners. Attendance is only limited by your outreach efforts.

• Timely Discussions
Each month features a one hour presentation around industry trends, updates, and topical application. A 30min Q & A follows. Materials are provided to site coordinators one week before the event and are reproducible.

• Education Credits
Live sessions (not recordings) have a long history of approved professional education credits for CPAs, CFPs, Enrolled Agents, CTFAs and attorneys in a number of states. Cannon even provides a CE Specialist for any state or designation questions.

• Affordable
The monthly per site cost of $295 includes all marketing materials for pre-event planning, event materials reproducible for all attendees, access to a Continuing Education Specialist, unlimited attendance, and top subject matter experts. Most clients average at least 10 attendees per month meaning a cost of only $29.50 per person! In addition there are pricing packages available to cut down on your expenses even more.


Click here to find out more about hosting an event

• Each site receives One Master set of reproducible materials.

• CDs and On-Demand Audio of all previously released events is available for purchase. 2009 series are $99 each. 2010 & 2011 Recordings are $295 each. Purchase Recordings

• The newest edition of Critical Concerns of Estate Planners
This book contains detailed analysis of the estate and gift tax laws, numerous planning strategies, plus many examples and planning points. This book provides professionals with virtually all that is needed to advise customers and clients confidently. With this book, you have the expertise all within arms reach! $275 - Buy Online.

• The newest edition of Critical Concepts for Professionals
Concepts is a must-have book for every financial professional, including a summary overview of more than 700 financial concepts and ideas. $55 - Buy Online

• The newest edition of the Estate Planning Teleconference Compilation Book
This book is a perfect gift for centers of influence or to keep as a resource guide. The compilation is made up of the comprehensive materials produced each month in the 2010 series. The materials are timely and provide a great resource for any professional that works in the industry. This book is a must have, whether you attended all or only some of the 2010 events. The materials are presented in one, nicely bound resource book with over 250 pages of useful and timely information. $49 - Buy Online

Recordings of past teleconferences are available from KRM. 2009 series are $99 each. 2010 & 2011 Recordings are $295 each. Purchase recordings here. *Note* Recordings are approved for CTFA continuing education credit only.

Purchase Recordings Here