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 Houston Gaines 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.
- 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
- January 29, 2019
The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million
- February 26, 2019
The Moving Target: Planning for Clients with Net Worth Over $11 Million
- March 26, 2019
Identifying Landmines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries
- April 23, 2019
Where Does Your Trust Live?
- May 28, 2019
New and Enduring Problems in Business Succession Planning
- June 25, 2019
Ethics Issues in a Modern Estate Planning Practice
- July 23, 2019
Your Marital Agreement Toolbox
- August 27, 2019
Practical Solutions to Vexing Trust Administration Dilemmas
- September 24, 2019
Contemporary Uses for Life Insurance in Estate Planning
- October 22, 2019
- November 5, 2019
Estate Planning for Professionals
- December 10, 2019
Client or Non-client?
*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).