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 Resources to help you stay prepared and organized.
Helpful Downloads
Key Numbers for 2021
Cannon Instructor Duane Lee prepares this offering every year to help keep you up to date on industry trends and changes
Federal Tax Guide for 2021
We bring you all the quick reference information you need in one document. Use this Federal Tax Guide when planning your strategies for the year
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
Articles and Webinars
Thought Leadership
We seek to impart wisdom by sharing our insight, publishing our discoveries and celebrating the triumphs of our industry
Insights
Stay connected with the latest wealth management issues facing the industry today; our Insights Articles keep you in the loop
Webinars
Our webinar series puts an interesting spin on relevant financial issues; become a part of these meaningful conversations
Featured Webinars - Connecting with Purpose: A Multi-Part Series with Cannon Subject Matter Experts