Cannon Insights - December 2011

Vol. 3 Iss. 12 - December 2011 - www.cannonfinancial.com
Practice Management - A Proactive Client Communication Plan

What do you do when your phone isn’t ringing with clients wanting to make a trade or roll over an IRA? How do you generate new business from current clients when they aren’t calling you?

Special Online Event - December 14th 2:00pm ET
Build a Proactive Calling Campaign Strategy to Expand Current Relationships

Join Cannon's Jeff Cobb as he teaches you the importance of proactive client phone calls and a disciplined calling strategy to expand relationships and drive new revenue with current clients. Learn more - Register Today - $199

Planning Ideas - IRC Section 529 Plans

In recent weeks, it was widely reported that the college debt burden of graduating students rose again in 2010. In fact, while two decades ago less than half of students-

Taxes - ALERT: Proposed Tax on Transaction Fees

As Congress scrambles for ways to balance the budget and reduce the current deficit, Capitol Hill is awash with tax proposals. One proposal, recently introduced by Senator Tom Harkin-

More Planning Ideas - Health Savings Plans

Health insurance can be one of a family’s larger monthly expenses. This is especially true for self-employed individuals and early retirees. The self-employed often-

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December 7th at 2:30pm ET -- Register
FREE Webinar: Thought Partner or Necessary Evil: How Your Clients See You & 4 Ways to Make 2012 Your Best Year Ever

The most gracious compliment you can receive from your top clients is to be referred to as their "Thought Partner." One of the most devastating descriptions you can be referenced by is that you are a "Necessary Evil" in their financial life. When your clients are having truly "off the record" conversations about you, your practice, and your firm, what are they saying? Why are they saying it? Join Cannon's CEO Phil Buchanan as he shares what key steps you can take in 2012 to ensure they perceive you in the right light. Limited Spaces

Take Time to Give Back
Cannon places a high value on the responsibility companies have to give time and funding to local, national, and international organizations that strive to make our world better. We are pleased to support our philanthropic partners as they endeavor to bring meaningful change to the communities and initiatives they support.

Cannon Schools at Kingston Plantation, SC
January 22nd - February 4th, 2012
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 Schools in San Francisco, CA:
February 27-28, 2012
These shorter sessions provide maximum return while minimizing time away from work and family.
Classes offered in San Francisco:
    Cannon Personal Trust - Issues & Updates
    Certified Wealth Strategist® Program of Study
    Accredited Investment Fiduciary®

2012 Estate Planning Teleconference Series Since 1999, this series has been the premier source of current information about estate tax law changes and current trends in the marketplace. Join us on these monthly teleconferences as we cover vital issues affecting wealth management and estate planning professionals and help you decide how best to serve your clients and customers.