Cannon Estate Planning Teleconference Series
featuring Roy M. Adams and Guests

Addendum for Nov. 17 call
NEW - 2010 Dates and Topics
2009 Dates and Topics
More about Roy M. Adams
More about Roy’s Guests
Did you miss an event? Purchase Recordings here

The Cannon Estate Planning Teleconference Series, features nationally renowned estate planning attorneys Roy M. Adams and selected guests, including Ann Burns and Clary Redd. Now in its 10th year, it is the most popular estate planning teleconference series in the country.

A new administration in Washington means new legislative initiatives, and the Estate Planning Teleconference series will bring you timely updates on these as they unfold, in addition to our scheduled teleconferences.

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.

JUST PUBLISHED! 2009 Estate Planning Teleconference Compilation
by Cannon Financial Institute Featuring Roy M. Adams and special guests

Need a holiday gift for a center of influence? The 1st annual Estate Planning Compilation is the perfect gift for centers of influence or to use as a resource guide. The compilation is made up of the comprehensive materials Roy M. Adams and his guests produced each month in the 2009 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 2009 events. The materials are presented in one, nicely bound resource book with over 270 pages of useful and timely information. $49 - Buy Now

Teleconference Pricing

The monthly price is $295 per site. If you buy the entire year-long series (all 12 calls), you will save $360. In addition, you will receive an audio CD or an online audio recording for all previous calls in the 2009 Series that you missed. We also offer a pricing option where you can pick any 6 calls in the 2009 Series and register at one time and save $90.

A call site registration includes:

If you want to learn about discount pricing for multiple call site locations for the same month, please call Lisa Dunlavy at Cannon (706) 353-3346. CDs and On-Demand Audio for all programs are available for purchase. Please call 1-800-775-7654 for more details.

If paying by check, click here for a printable order form (pdf)

Is It For You?

Each month, thousands of professionals tune in to hear Roy Adams and his guests 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, Roy and his guests 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.

Many financial institutions are now using these programs for business development with Centers of Influence and are achieving great success, a win-win for the institution and their guests alike. Click here for more information on how to conduct a special event with COI, or to hear a sample of the quality information presented in the Series, listen to an audio clip from this year’s series.

Educational Credits

The programs are expected to be approved, as in past years, for professional education credits for CPAs, CFPs, Enrolled Agents, CTFAs and attorneys in a number of states. Please call Laurie Frye, Cannon's Assistant Director of Professional Education, at (706) 353-3346 to confirm the approval of the credits you are seeking.

Recordings

Recordings of past teleconferences are available from KRM. 2007 & 2008 series are $99 each. 2009 Recordings are $295 each. Purchase recordings here.

More Resources

The all new Estate Planning for Professionals 2009 edition, written by Roy M. Adams and co-authored with Kevin Matz, reflects a modern approach to estate planning with a refreshing revisitation of old but enduring estate planning principles. This new 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! To order, please call (706) 353-3346 or order online here.

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