Cannon Financial Institute :: On Demand :: Audio

Cannon Financial Institute is proud to present the new Audio Series: CONCEPTS AND ANALYSES OF TRUSTS & ESTATE PLANNING, created for professionals in the financial services industry. The Audio Series consists of six CDs with over seven hours of valuable information. Each program outlines, presents and analyzes key Trust & Estate Planning rules and concepts in a “Rules and Issues Lecture” section. This is followed by “Key Questions and Conversation” between the program facilitators highlighting and discussing specific areas of ambiguity or common misperceptions, and directing the listener to the appropriate conclusion.

The Audio Series can be used in one of three unique ways. One approach is to simply listen (and re-listen) to the rules and issues lectures and use the series as a technical review and reference guide. A second approach is to use the “Key Questions Conversation” to obtain the insight needed to respond to potential client questions. The third approach is to simply enjoy the lecture and question and answer series as a whole and refresh your knowledge, while traveling, while at home or at your office. This program has been submitted for review to the CFPTM Board of Standards, the Institute of Certified Bankers and to the National Association of State Boards of
Accountancy for credit approval toward the following certifications:

CFP™ Certified Financial Planner
CTFA™ Certified Trust and Financial Advisor
Certified Public Accountant CPA

Program Faciliatators:

J. Phil Buchanan
Lawrence T. Divers
Daniel Smith
Duane E. Lee, II

Program Contents:
Disc 1	Introductions-1:09 Overview of Fiduciary Law-10:44 Fiduciary Law Q&A-10:02 Overview of Property Law-14:12 Property Law Q&A-7:33 Fiduciary Taxation-21:36 Fiduciary Taxation Q&A-8:46
Disc 2	Gift Taxation-6:54 Gift Taxation Q&A-9:11 Estate Tax Overview-21:11 Estate Tax Q&A-5:29 Generation Skipping Transfer Tax-20:12 Estate Settlement-5:47 Estate Settlement Q&A-4:14
Disc 3	Agencies and Revocable Living Trusts-9:40 Agencies and Revocable Living Trusts Q&A-4:12 Powers of Appointment-12:33 Powers of Appoinment Q&A-4:12 Credit Shelter-14:10 Marital Deductions & Marital Trusts Q&A-14:21
Disc 4	Philanthropic Accounts-31:53 Philanthropic Accounts Q&A-7:18 Investment Driven Irrevocable Trusts-29:29 Investment Driven Irrevocable Trusts Q&A-5:45
Disc 5	Introductions & Overview-5:06 Economics and the Markets-24:07 Economics and the Markets Q&A-4:50 Portfolio Management Theories and Concepts-31:13 Portfolio Management Theories and Concepts Q&A-2:24
Disc 6	Investment Instruments Overview-31:09 Client Objectives and Constraints-12:58 Client Objectives and Constraints Q&A-16:37 Measures & Ratios Q&A-16:20

COST

The price for 6 CDs included in the “Concepts and Analyses of Trusts & Estate Planning Audio Series” is only $125.

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Since credit hours, filing procedures, and filing deadlines vary by discipline, and often from state to state, if you wish to use this training for continuing education credit for a certification not mentioned above, please inquire with your state regulatory board and contact our Continuing Education Department at 706-541-0943 if necessary, for more information.

Cannon Financial Institute is an Accredited Continuing Education Provider (ACEP) of the Institute of Certified BankersTM (ICB). The ICB is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Cannon Financial Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the. National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Telephone: 615-880-4200)
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For more information on this and other Cannon Services please call (706) 353-3346
Cannon Financial Institute
P.O. Box 6447
Athens, Georgia 30604

Concepts & Analysis of Trusts & Estate Planning

Program Faciliatators:

COST