Cannon Financial Institute

Cannon Financial Institute Cannon Financial Institute is the leading global consulting and professional development firm servin

This month in Insights:Webinar Recording: Bear Market Survival GuideDuane shares actionable, data-driven strategies to h...
05/06/2025

This month in Insights:

Webinar Recording: Bear Market Survival Guide
Duane shares actionable, data-driven strategies to help advisors lead clients through market volatility.

Article: How Trust Advisors Can Stay Afloat During Market Turbulence
Learn how top advisors use empathy and listening—not just market talk—to guide clients in uncertain times.

Article: Charitable Giving Through Your Client’s Eyes
Q&A with Myles McHale on how to align planning with clients’ philanthropic values. Tips on tools, conversations, and planning opportunities.

Podcast: First Friday Feedback – May 2025
Phil Buchanan and Jaci Riorden explore the impact of special needs trusts.
Real-life stories and planning insights for families with complex care needs.

Read here: https://www.linkedin.com/feed/update/urn:li:activity:7325531040125509633

Alumni Spotlight!Celebrating Emily Dye: Cannon Honor Graduate From a trust specialist to managing high-net-worth familie...
04/29/2025

Alumni Spotlight!

Celebrating Emily Dye: Cannon Honor Graduate
From a trust specialist to managing high-net-worth families, Emily's journey is inspiring. Her background in Human Development gave her a unique edge in trust administration.

"Half of the job is about trusts and financial services, but the other half is client relationship management and understanding family dynamics."

Read more about Emily's journey: https://www.cannonfinancial.com/resources/emily-dye-cannon-honor-graduate

Headed to the Tri-State Trust Conference?We’d love to connect!Stop by our booth and meet our Director of Designations, D...
04/22/2025

Headed to the Tri-State Trust Conference?
We’d love to connect!

Stop by our booth and meet our Director of Designations, Dave.

While you're there, don’t miss Phil Buchanan’s session on:
"Thriving in Chaos: Addressing 7 Challenges Impacting Wealth Management"
Gain perspective on what’s disrupting the industry—and how elite professionals are rising above it.

See you soon!

04/09/2025

A message from our Subject Matter Expert and Adjunct Instructor, Myles McHale. Listen in to discover what you can do in a volatile market to better serve your clients.

Divorce isn’t just a legal process—it’s a deeply personal, emotional, and financial one. As a trust or financial advisor...
04/08/2025

Divorce isn’t just a legal process—it’s a deeply personal, emotional, and financial one. As a trust or financial advisor, your role goes far beyond spreadsheets and settlements. Read our latest article to learn more.

April’s First Friday Feedback is here. Phil sits down with Daniel Smith, EVP and Cannon Subject Matter Expert, to talk t...
04/04/2025

April’s First Friday Feedback is here. Phil sits down with Daniel Smith, EVP and Cannon Subject Matter Expert, to talk through what the Trump administration could mean for taxes, estate planning, and client conversations.

Key Insights:

Relax but be aware. Major immediate change is the reduction of the estate/gift exemption from $14M back to ~$7M starting January 1, 2026.

For ultra-high-net-worth clients: gifting before year-end may be essential to lock in current exemptions.

Two potential legislative paths:
1. Extension of 2017 Tax Cuts and Jobs Act (likely under Trump).
2. Proposal to repeal the estate tax entirely while retaining step-up in basis (less likely but gaining traction with over 200 House signatories).

Income tax proposals include:
• No tax on tips
• No tax on Social Security
• Maintaining broader, lower income tax brackets

Listen to the full episode here:
https://www.cannonfinancial.com/resources/first-friday-feedback-april-2025

What's Cannon Concepts for Financial Professionals?It's a comprehensive guide that breaks down complex financial concept...
04/03/2025

What's Cannon Concepts for Financial Professionals?
It's a comprehensive guide that breaks down complex financial concepts into clear, actionable insights for more productive client engagement!

- Break down complex topics easily:
Use real-world examples to help clients understand without the jargon.

- Reinforce key principles with clarity:
Share relatable scenarios that build confidence in decision-making.

- Communicate with impact:
Use compelling explanations and visuals to ensure your message resonates and inspires action.

Pre-Order here: https://www.cannonfinancial.com/product/cannon-concepts-for-professionals-25th-edition

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Athens, GA
30601

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+17063533346

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