Cannon Financial Institute

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Fueled by a team of industry leaders, Cannon is an experience which fosters collaboration and growth. Learn more about us. >

What We Do

Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.

We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
 
Consulting
& Design 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise

 

Frequently Requested Services

Certified Wealth Strategist® >

Corporate Training >

Estate Planning Teleconference Series >

2017 Schools Schedule >

Thought Leadership

Comparing the Discretionary, Delegated, & Directed Trustee’s Roles and the Trust Protector

Comparing the Discretionary, Delegated, & Directed Trustee’s Roles and the Trust Protector

by Duane Lee

Free Webinar: April 13, 2017 - 2:00pm ET
Join Cannon Subject Matter Expert, Duane Lee, and Industry Insider, Kevin Maas, as they compare and contrast the Discretionary, Delegated & Directed Trustee’s Roles in today’s environment against the backdrop of the Uniform Prudent Investor and Trust Codes. The duo will also be discussing the evolution of the role of Trust Protector as it encounters the ever-changing and evolving state laws and best practices.

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