Cannon is pleased to announce our 2010 Series of Complimentary Webinars. These monthly presentations will cover topics vital to many segments of the Financial Services industry. We look forward to you joining us for this series. Archived recordings can be accessed below as well as registration for future programs.
 

January

Five Things You Should Be Telling Your Clients
J. Phil Buchanan

Clients are at a cross-roads. They don’t want to look back; yet they don’t know what to expect looking forward. Industry renowned performance consultant Phil Buchanan knows the Five Things You Should Be Telling Your Clients. View the Program - Registration Required
 

February

The Estate Tax - What Now?
Daniel Smith

It's 2010 and there is no Estate Tax. While the House passed a permanent extension of the current Estate Tax system in 2009, Congress never acted on it prior to recessing. That means that the final year of the Bush tax cuts are in place and the Estate Tax has been repealed. Cannon’s expert Daniel A. Smith discusses the possible outcomes of this issue and offer client strategies you can execute immediately.
View the Program - Registration Required
 

March 18, 2010: 2:30 pm - 3:30 pm ET

Think Gifting - Think NOW!
Fran DeMaris

The timing might be perfect! With a less than spectacular stock market, there may be a significant opportunity to gift now to capture increasing values later if the market rebounds. Gifting offers the possibility to solve problems for those your clients care about most, and it can be a great relationship builder for Family Wealth Planning. Gifting can also open the dialogue for future inclusion of Charities, Foundations, and/or other meaningful ideas. Certainly one of the greatest advantages in gifting is the lack of transfer taxation on growth of value after the date of gifting.

Spend an hour with one of Cannon’s most accomplished instructors, Fran DeMaris as she explores how you might bring new value to the relationships and people who look to you for timely, topical, insightful, and useful advice in dealing with the beneficiaries they love best. Register today!
 

Coming Up:
April: Retirement Income Planning with Larry Divers
May: Behavioral Advice with the Lennick Aberman Group

Cannon's Webinars are presented in Adobe Connect Pro. See a product overview.