Tools & Resources
Our mission is to deliver practical solutions. We’ve selected resources we believe you’ll find valuable, designed around common topics pertinent to our clients. Use Cannon’s Tools & Resources to help you stay prepared and organized.
5 Tips for Helping Clients Deal with Volatility
Timely tips from Cannon to help you and your clients through a volatile market.
REACH Out to Your Clients Regarding the Secure Act
Top five things you and your clients need to know about the Secure Act.
Monday Morning Mojo
Start each week with a motivational and inspirational message from Cannon's Chairman, Phil Buchanan.
The Cannon Curve
Listen to our new podcast series featuring industry leaders talking with Cannon's Chairman, Phil Buchanan.
First Friday Feedback
A monthly podcast hosted by Cannon Financial Institute's Executive Chairman Phil Buchanan, dedicated to answering the questions posed by listeners of sister podcasts, Monday Morning Mojo and The Cannon Curve.
NASBA Disclosure
Cannon Financial Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Key Numbers for 2020
Cannon Instructor Duane Lee prepares this offering every year to help keep you up to date on industry trends and changes.
2020 Federal Tax Guide
We bring you all the quick reference information you need in one document. Use this 2020 Federal Tax Guide when planning your strategies for the year.