Cannon Financial Institute

Retirement Review

Cannon’s Retirement Review program prvides a review of the key principles and aspects of retirement.

Participants in Cannon’s Retirement Review program can expect an interactive presentation where they will learn and define the advisor’s retirement review process, primary and secondary wealth issues and facts associated with these conversations, and the components needed to conduct and effective client meeting.

At the summation of this workshop, you and your team will be able to develop an action plan for these newly learned ideas.

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