Vol. 3 Iss. 6 - June 2011 - www.cannonfinancial.com
Planning Ideas - Gifts of Compensatory Stock Options
Many affluent and high net worth (HNW) clients receive a significant portion of their compensation in the form of compensatory stock options.
More Planning Ideas - Protecting Qualified Plan and IRA Assets from Claims of Creditors
Clients sometimes take it for granted that their qualified retirement plan and IRA assets are exempt from the claims of creditors.
Regulation & Compliance - Proposed Regulation on Incentive-Based
Inappropriate incentive-based compensation programs have been cited by some as a contributing cause to the “financial meltdown” of 2008.
Taxes - Compensatory Stock Options: A Longer View
Advisors tend to focus on the employee’s perspective when it comes to analyzing the advantages and disadvantages of compensatory stock options.
June 29th at 2:30pm ET -- Register
FREE Webinar: Are You a Sales Leader or Sales Manager? Yes, There is a Significant Difference.
Effective Sales Leaders know how to unite and inspire their teams, empower their salespeople to achieve and exceed their goals while handling the many organizational and logistical challenges that arise on a daily basis. Join Cannon’s Lee Thrasher as he shares the five best practices embraced by successful sales leaders. Limited Spaces
Cannon Schools at the University of Notre Dame:
July 10-23, 2011
Over the last 50 years, 100,000 students have trusted Cannon Schools to guide them in the complex areas of Investment Management, Fiduciary Compliance, and Trust Administration. Get the tools and training you need to excel and Invest in the Power of Learning™
Cannon Trust Fundamentals starts
Cannon Trust I & Cannon Trust II start Sep. 6th
Can't make it to the classroom? Cannon’s LiveOnline™ courses have the same up-to-date subject matter presented by the same dynamic experts who deliver our traditional classroom instruction. They offer the most comprehensive, current and practical training available with no travel expense. Limited Spaces
Cannon Schools in Chicago, IL:
September 19-20, 2011
Cannon is proud to add Chicago to our 2011 Schools locations. The shorter sessions at this school provide maximum return while minimizing time away from work and family.
Classes offered in Chicago:
Cannon Personal Trust - Issues & Updates
Corporate Trust - Issues & Updates
Retirement Plan Services - Issues & Updates
Certified Wealth Strategist® Program of Study
Accredited Investment Fiduciary®
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