Cannon Financial Institute
Vol. 3 Iss. 7 - July 2011 -

Planning Ideas - Charitable Giving with Life Insurance

Given the increased transfer tax exemption equivalent of up to $5 million per person, $10 million per married couple and a maximum rate of only 35 percent, some clients are no doubt wondering what to do.


Taxes - Conservation Easements Revisited

Conservation easements, which have been the subject of considerable controversy over the last several years, continue to garner the spotlight.


Regulation & Compliance - Proposed Regulation of Broker-Dealers

The Securities and Exchange Commission (SEC) is proposing stricter controls over broker-dealers. The SEC’s proposal builds upon rules adopted in December 2009.


More Taxes - Mutual Fund Taxation

We all know that mutual fund distributions have tax consequences associated with them, but how well do you know the details?



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July 28th at 2:30pm ET -- Register
FREE Webinar: Deliberate Practice: Great Advisors are Made, Not Born
The top advisors became that way through a learning process. It did not happen overnight. They accept that growth of skills is a challenge of change. In order to do this you must have a system to get better and a plan. Join Cannon’s Michael Conn as he shares what it takes to become a top advisor. Learn what deliberate practice is all about and start on the road to becoming the best. Limited Spaces

Cannon Schools at Boston University:
August 7-13, 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

LiveOnline™ Classes:
Cannon Trust Fundamentals starts Aug. 15th
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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