Cannon Financial Institute

Investing for Different Types of Trusts

This program is designed to provide an understanding of all of the different types of trust.

Investing for Different Types of Trusts includes Trustee duties and responsibilities, a look into  Uniform Prudent Investor Act and Uniform Principal and Income Act, and tax consequences. Participants will also learn about beneficiary needs, document language, and the different types of Trusts.

This is an interactive program that can be tailored to fit your team’s needs.

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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