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.

July

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

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

June

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

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

May

An Introduction to Behavioral Advice
Lennick Aberman Group

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

April

Retirement and Income Planning - The New Normal
Larry Divers

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

March

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. 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

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.
 

Registration Required

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.
 

Registration Required

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