Cannon is pleased to present this series of Complimentary Webinars. These presentations cover topics vital to many segments of the Financial Services industry. We look forward to you joining us for these monthly programs. Archived recordings can be accessed below.

Owning a Home in a Third Party Special Needs Trust
Fran DeMaris
June 2012

Senior Instructor, Fran DeMaris, hosts this webinar dealing with the specific issues of home ownership in trusts established for Special Needs beneficiaries. For trusts of significant size, this option can provide increased quality of life issues in the right scenario. Join Fran as she reviews the rules that must be followed and the important understandings necessary to make this special asset work for the right special beneficiary.
 

Recording Coming Soon

Unprecedented Opportunities: The $5 Million Gift by Year End 2012
Daniel Smith
May 2012

Join Cannon Instructor Daniel Smith as he discusses the hottest topic in estate planning today – the use of the $5 million tax-free gift. This reasoned discussion will include tips and techniques to maximize the impact, as well as a cautionary examination of the issues of “Clawback” and the potential impact of the election. Don’t let your clients miss being fully informed of this unprecedented opportunity.

Registration Required

Put Some Spring into Your Production with Better Practice Management
Michael Conn
April 2012

Are you having trouble getting to the next level of production? Join Cannon Instructor Michael Conn as he shares some common and not so common techniques to improve your practice and your life.

 

Registration Required

Retirement Income Planning: It's Not Just About Accumulation
Larry Divers
March 2012

The decisions your clients make today can have a drastic impact on their distributions of tomorrow. Join Cannon Instructor Larry Divers as he shares techniques and practices to walk your clients through some of these complex choices and explains how having a clear distribution plan is as important as accumulation

 

Registration Required

Unveil the Estate Tax Mystery
Clary Redd
February 2012

Every client wants their advisor to know the “best possible financial scenario.” This can often feel like looking into a crystal ball - unclear. The answers may be more transparent than you think. Join leading Estate Planning attorney, Clary Redd for a look into the options available in the 2012 estate planning environment. He will add context to otherwise complicated subject matters, potentially sunsetting alternatives, and set the stage for dynamic client conversations.
 

Registration Required

Building Self Starters: What You Must Know to Create High Performance
John Brantley
January 2012

Every leader wants a team full of self starters. The reality, though, is that most people are not naturally self starters. In this thought provoking and practical webinar, John Brantley will reveal the key coaching strategies and steps that you must take to turn average producers into self starters who drive their own performance.
 

Registration Required

Thought Partner or Necessary Evil: How Your Clients See You & 4 Ways to Make 2012 Your Best Year Ever
J. Phil Buchanan
December 2011

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.
 

Registration Required

Your Most Important Client is Going to Die!
Linda Eaton
November 2011

Or get a divorce. Or move into a nursing home. Or??? A healthy pipeline is the hallmark of a secure, robust practice. And yet, most advisors let practice development take a backseat as they serve existing clients. Join Cannon’s Linda Eaton as she helps you review your current pipeline and introduces you to tools that can help you build a constant stream of prospects that will develop into clients you will enjoy working with.

 

Registration Required

If $1 Million Isn’t Enough to Retire, How Much Do I Need?
Larry Divers
October 2011

Can you answer this client question with confidence? Join Cannon’s Larry Divers as he explores how you can go beyond the number and assist affluent clients by building their lifetime income plan utilizing a systematic, disciplined approach.

 

Registration Required

Specialize Your Practice to Serve Business Owners
Jeff Cobb
September 2011

Financial advisors know that business owners are a tremendous market opportunity to increase assets under management. However, business owners are a unique market niche, and advisors that specialize their practices to meet the unique needs of these clients are more likely to become the trusted advisors in this market. Join Cannon’s Jeff Cobb as he shares insights into what drives business owner’s loyalty to their trusted advisors, plus ideas and suggestions for specializing your practice to work with business owners.

Registration Required

Let’s Talk About Special Needs Trusts
Fran DeMaris
August 2011

For families faced with special needs, the need for expert estate planning assistance has never been greater. The extraordinary concerns these families share include providing high quality care for affected loved ones while preserving opportunities to benefit from government programs that may provide the superior long-term protection. Additionally, parents must consider other siblings and their level of participation in care without placing an undue burden on them.
Join Cannon's Fran DeMaris as she explores the importance of gaining insight into this most imperative discussion topic. From this 1-hour webinar you will begin to understand the options and the need for raising this issue with families to help give them an understanding of the choices available.
 

Registration Required

Deliberate Practice: Great Advisors are Made, Not Born
Michael Conn
July 2011

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.

Registration Required

Are You a Sales Leader or Sales Manager? Yes, There is a Significant Difference. - Lee Thrasher
June 2011

Effective Sales Leaders know how to unite and inspire their teams, empower their salespeople to achieve and exceed their goals while handling the many organizational and logistical challenges that arise on a daily basis. Join Cannon’s Lee Thrasher as he shares the five best practices embraced by successful sales leaders.

Registration Required

Why Isn't My Business Growing
Jeff Cobb
May 2011

Is your business growing with velocity and efficiency? If not, you have to take an honest appraisal, identify the constraints and proactively address what is holding back your success. Join Cannon Instructor Jeff Cobb as he shares the three most common obstacles and specific tactics to overcome them.

Registration Required

Time is Money
Linda Eaton
April 2011

If you are skilled, or even brilliant, at every area of your job but not adept at managing time, your business will not reach its full potential. Managing time has never been more challenging or vital to success. Join Cannon’s Linda Eaton as she offers practical, readily applicable techniques for maximizing the value of your most valuable asset - Your time.

Registration Required

The 5 "Must Do’s" of the Efficiency Review – Using Insurance Planning to Retain Clients and Attract Them
David Bell
March 2011

Using Insurance Planning in a typical Advisor’s practice is difficult at best, but this delivery is seamless and simple. Positioning the discussion, building value in all aspects, and closing the sale are critical in today’s marketplace. Join Cannon Instructor David Bell as he shares how the Efficiency Review allows Advisors to deliver this conversation to prospects/clients second to none.

Registration Required

Strategies for 2011
Daniel Smith
February 2011

As the smoke clears from the 2010 Tax Act, greater clarity is achieved regarding the status of 2010 actions and what to do now in 2011 as a result of the changes in the tax laws. Join Cannon Instructor Daniel Smith as he explains how to maintain flexibility going forward with an uncertain future and shares strategies and best practices for 2011.

Registration Required

2011 Jump Start: Maximize Your Mental, Physical and Emotional Engagement
J. Phil Buchanan
January 2011

The new year is here. Are you ready for it? Join Cannon’s CEO, Phil Buchanan, as he offers advice to make the most out of 2011.
 

Registration Required

2010 Tax Relief Act: What Does It Mean for Your Clients?
Daniel Smith
December 2010

Congress has sent the 2010 Tax Relief Act to the White House and President Obama has signed it into law. This new tax law will go into effect January 1st, 2011. Join Cannon Instructor Daniel Smith as he shares insights on this law and how it affects your clients.

Registration Required
Read this update on portablility of unused exemption between spouses

Is Your Practice at Risk? Are Your Best Clients Someone Else’s Best Prospects?
Jeff Cobb
November 2010

Clients today are more willing to consider changing advisors than at any point in the past. Where does that put you and your practice? Join Cannon Instructor Jeff Cobb, as he shares critical retention strategies and tells you how to position your practice to attract prospects from other advisors.

Registration Required

Can You Provide What Your Wealthiest Clients Need?
Daniel Smith
September 2010

Trusts are an integral part of any comprehensive portfolio strategy. Join Cannon Instructor Daniel Smith as he shares the key components of what you need to discuss Trusts with your wealthy clients.

Registration Required

The 4 Critical Components That Create an “Unfair Advantage” for Your Practice
David Bell
August 2010

Too many Advisors in today’s market do nothing but deliver a solution and walk away from the existing client or the new client. Having a very well defined Relationship Management process for your practice or Team is critical to your long-term success. Join Cannon Instructor David Bell as he shares the 4 critical components you must include in your practice to create that Unfair Advantage over your competitors.

Registration Required

Partnering is Dead, and I Don't Feel So Good Myself*
J. Phil Buchanan
July 2010

Why do we keep making the same mistakes and hoping for a different outcome? Partnering is about advocacy and efficacy. What other benchmarks are required? Join Cannon’s CEO Phil Buchanan as he shares the three "must haves" that are found in true partnerships.

*Acknowledgment to the late, great Lewis Grizzard

Registration Required

It’s Time to Tune Up Your Investment Management Process
Bill Trigleth
June 2010

Your investment management process is the economic engine of your practice. Designing and implementing a formal investment process can create scalability, consistency, and the efficiencies you need to focus on client solutions that are not subject to margin compression. Cannon’s own Bill Trigleth will help you discover the framework for an effective investment process and how to create a more efficient practice.

 

Registration Required

An Introduction to Behavioral Advice
Lennick Aberman Group
May 2010

What is Behavioral Advice? Why is it in our future? Please join us and our guest speaker from the Lennick Aberman Group to learn more about how psychological and physiological factors influence financial decision-making.

 

Registration Required

Retirement and Income Planning - The New Normal
Larry Divers
April 2010

Everyone is asking about it. Everyone is searching for it. Do you know how to handle it? We do! Join Cannon professional Larry Divers to learn the three things you need to know to work with your client’s retirement assets.

 

Registration Required

Think Gifting - Think NOW!
Fran DeMaris
March 2010

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. Spend an hour with one of Cannon’s most accomplished professionals, 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.
 

Registration Required

The Estate Tax - What Now?
Daniel Smith
February 2010

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.
 

Registration Required

Five Things You Should Be Telling Your Clients
J. Phil Buchanan
January 2010

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.
 

Registration Required

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