Luncheon Series: Ethics-Based Obligations in Specific Client Engagements
Tuesday, June 17, 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 6/17/25
Luncheon Series: Balancing Income Tax Planning and Estate Tax Planning
Tuesday, July 22, 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 7/22/25
Luncheon Series: Avoiding the Future Disruption of an Estate Plan
Tuesday, August 19, 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 8/19/25
Luncheon Series: Trust Situs and Governing Law Considerations
Tuesday, September 23, 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 9/23/25
Luncheon Series: Charitable Giving - Seeking the Perfect Match Between Donor and Donee
Tuesday, October 21, 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 10/21/25
Luncheon Series: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
Tuesday, November 18, 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 11/18/25
Luncheon 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