We'd love to have you join us!
CE Luncheon Series: Durable Powers of Attorney - An Essential Estate Planning Component
Tuesday, October 22, 2024, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/22
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/22
CE Luncheon Series: Repair or Replace? The Deficient Trustee
Tuesday, November 12, 2024, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/12
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/12
CE Luncheon Series: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
Tuesday, December 10, 2024, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/10
CE Luncheon Series: GST Basics and Beyond - Not for the Faint of Heart
Tuesday, January 21, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 1/21
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/10
CE Luncheon Series: GST Basics and Beyond - Not for the Faint of Heart
Tuesday, January 21, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 1/21
CE Luncheon Series: Estate Planning for Professionals
Tuesday, February 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 2/18
Tuesday, February 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 2/18
CE Luncheon Series: Mathematics and Economics of Estate Planning
Tuesday, March 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 3/18
Tuesday, March 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 3/18
CE Luncheon Series: Picking Up the Pieces - Pre- and Post-Divorce Planning
Tuesday, April 22, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 4/22
Tuesday, April 22, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 4/22
CE Luncheon Series: Administration of Non-Standard Trust Investments
Tuesday, May 20, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 5/20
Tuesday, May 20, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 5/20
CE Luncheon Series: Ethics-Based Obligations in Specific Client Engagements
Tuesday, June 17, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 6/17
Tuesday, June 17, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 6/17
CE Luncheon Series: Balancing Income Tax Planning and Estate Tax Planning
Tuesday, July 22, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 7/22
Tuesday, July 22, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 7/22
CE Luncheon Series: Avoiding the Future Disruption of an Estate Plan
Tuesday, August 19, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 8/19
Tuesday, August 19, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 8/19
CE Luncheon Series: Trust Situs and Governing Law Considerations
Tuesday, September 23, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 9/23
Tuesday, September 23, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 9/23
CE Luncheon Series: Charitable Giving - Seeking the Perfect Match Between Donor and Donee
Tuesday, October 21, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/21
Tuesday, October 21, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/21
CE Luncheon Series: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
Tuesday, November 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/18
Tuesday, November 18, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/18
CE Luncheon Series: Ethics Issues for Estate Planners Before the Engagement Begins
Tuesday, December 9, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/9
Tuesday, December 9, 2025, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/9
Our Team
The Prairie Trust team is dedicated to doing the right thing for the right reason, with an approach that is responsive, active and accessible.