Cannon Estate Planning Teleconference Series
Cannon leverages our vast resources to broadcast a live monthly discussion by the foremost leading authorities in Wealth Management and Estate Planning topics. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations. All the while earning Continuing Education and Learning credits to preserve their valuable business credentials.
For more information please contact Will Cochran at 706.353.3346.
Learn how to host a Cannon Estate Planning Teleconference Event.
Calendar of Events
Each call is held monthly on a Tuesday from 1:00pm-2:30pm Eastern Time. Topics are chosen through client interest, feedback, and leading industry trends. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. Speakers provide commentary and debate over the use of complex financial and legal strategies to best serve their high net worth client.
- June 27, 2017
Malpractice in Estate Planning: Some Guidance on How to Avoid It
- July 25, 2017
Estate Planning for and Administration of Digital Assets
- August 22, 2017
Estate Planning for the 99%
- September 19, 2017
Family Business Succession Planning: Now More Challenging Than Ever
- October 17, 2017
Don’t Overlook the Power of Powers
- November 7, 2017
Protecting Beneficiaries From Themselves and Others
- December 5, 2017
Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan
*Recordings are available for purchase please call 706.353.3346.
All pricing options include:
- Full color, reproducible materials package
- Attendance Sheet
- Certificate of Attendance for all approved states and designations
- Online CE site for documenting attendees
Monthly pricing: This pay as you go option is for one site (phone line) per month: $295 per event
6 month bundle: This package option allows you to pre-pay for 6 calendar events: $280 per event
12 Month bundle: This package option allows you to pre-pay for the entire year at one time: $265 per event
Multi-site/Multi-month Program: This volume pricing option is available for those seeking a purchase of 25 or more registrations (events and/or locations).