Wealth management Events

Professional Learning Series: Ethics Issues for Estate Planners Before the Engagement Begins
Tuesday, December 9, 2025, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 12/9/25

Estate Planning Under the "One Big Beautiful Bill Act"
Tuesday, January 20, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 1/20/26

Brave New World - Estate Planning with Digital Assets
Tuesday, February 17, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 2/17/26

The Role of Life Insurance in Estate Planning
Tuesday, March 24, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 3/24/26

The Ins and Outs of Gifts Not Subject to Gift Tax
Tuesday, April 21, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 4/21/26

Trust Administration Challenges Faced by 21st Century Trustees
Tuesday, May 19, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 5/19/26

Estate Planning and Administration Professionals in the Dock (Ethics)
Tuesday, June 23, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 6/23/26

Valuation and Gross Estate Inclusion Issues
Tuesday, July 21, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 7/21/26

Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics
Tuesday, August 18, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 8/18/26

Resolving Trust Disputes Without Going to the Mat
Tuesday, September 15, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 9/15/26

Best Designs for the Exercise of Discretion by a Trustee
Tuesday, October 20, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 10/20/26

Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
Tuesday, November 17, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 11/17/26

Ethics Dilemmas Arising in Various Joint Representation Scenarios
Tuesday, December 8, 2026, 12:00 - 1:30 PM
1820 Hall Avenue, Marinette WI
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
Register for 12/8/26