Lisa Dunlavy
Client Advisor
McCall Chamberlain
Student Development Coordinator
Upcoming Courses
Cannon Schools Schedule
*Please note: Dates, locations, and prices are subject to change at Cannon's discretion.
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Cannon Trust Fundamentals | |||||||
| Cannon Trust School I | |||||||
| Cannon Trust School II | |||||||
| Cannon Trust School III | |||||||
| Cannon Trust School Issues & Updates | |||||||
| Charitable Foundation Management | |||||||
| Special Needs Trusts |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Charitable Trust Tax Workshop | |||||||
| Estate, Gift & Generation-Skipping Transfer Tax Workshop | |||||||
| Trust Tax Fundamentals | |||||||
| Trust Taxation for Trust Officers |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Securities Operations I | |||||||
| Securities Operations II | |||||||
| Securities Operations III |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| ERISA Compliance & Risk Management | |||||||
| Trust Audit, Compliance & Risk Management I | |||||||
| Trust Audit, Compliance & Risk Management II | |||||||
| Trust Audit, Compliance & Risk Management III | |||||||
| Trust Audit, Compliance & Risk Management Issues & Updates |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Accredited Investment Fiduciary® (AIF®) | |||||||
| Fiduciary Investment Management I | |||||||
| Fiduciary Investment Management II | |||||||
| Fundamentals of Blockchain and Digital Assets | |||||||
| Unique and Hard to Value Assets |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Corporate Trust I | |||||||
| Corporate Trust II | |||||||
| Corporate Trust III |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| IRA Professional School | |||||||
| Retirement Plan Services Fundamentals | |||||||
| Retirement Plan Services I | |||||||
| Retirement Plan Services II | |||||||
| Retirement Plan Services III |
| Course | Hilton Head, SC
Sea Pines |
Scottsdale, AZ
The Scottsdale Resort |
South Bend, IN
Notre Dame |
Nashville, TN
The Westin |
Austin, TX
AT&T Conference Center |
Online
Meets Daily |
Online
Meets Weekly |
|---|---|---|---|---|---|---|---|
| Capitalizing on the Insurance Opportunity | |||||||
| Certificate in Applied Behavioral Finance | |||||||
| Certified Wealth Strategist® I Program (CWS® I) | |||||||
| Certified Wealth Strategist® II (CWS® II) | |||||||
| Family Business Succession | |||||||
| Sales and Practice Management | |||||||
| Thriving in Volatile Markets |
Have Questions?
Talk to Our Schools Team!
Lisa and McCall are a joy to speak with and are happy to answer your questions!