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.
- 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
- January 23, 2018
Designing Estate Plans to Withstand Challenges
- February 27, 2018
Modification and Termination of Trusts: A Double-Edged Sword
- March 27, 2018
Charitable Giving: Seeking the Perfect Match Between Donor and Donee
- April 24, 2018
Developments in Trust and Estate Administration and Fiduciary Liability
- May 22, 2018
Engaging the Next Generation of Estate Planning Clients
- June 26, 2018
Ethics Issues Facing Trusts and Estates Practitioners
- July 24, 2018
Management (and Mismanagement) of Trust Assets
- August 28, 2018
Retirement Asset Planning For Estate Planners: Compelling Practical Advice
- September 25, 2018
Estate Planning and Administration Issues for the Elderly and Disabled
- October 23, 2018
Income Tax Considerations in Estate Planning and Estate and Trust Administration
- November 6, 2018
Directed Trusts: Understanding the Risks and Avoiding Liability
- December 11, 2018
Ensnared in an Ethics Trap: Navigating Conflicts of Interest
*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).