We'd love to have you join us!
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
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
CE Luncheon Series: Estate Planning Under the “One Big Beautiful Bill Act”
Tuesday, January 20, 2026, 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 | Registration Link Coming Soon!
Tuesday, January 20, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Brave New World – Estate Planning with Digital Assets
Tuesday, February 17, 2026, 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 | Registration Link Coming Soon!
Tuesday, February 17, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: The Role of Life Insurance in Estate Planning
Tuesday, March 24, 2026, 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 | Registration Link Coming Soon!
Tuesday, March 24, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: The Ins and Outs of Gifts Not Subject to Gift Tax
Tuesday, April 21, 2026, 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 | Registration Link Coming Soon!
Tuesday, April 21, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Trust Administration Challenges Faced by 21st Century Trustees
Tuesday, May 19, 2026, 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 | Registration Link Coming Soon!
Tuesday, May 19, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Estate Planning and Administration Professionals in the Dock (Ethics)
Tuesday, June 23, 2026, 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 | Registration Link Coming Soon!
Tuesday, June 23, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Valuation and Gross Estate Inclusion Issues
Tuesday, July 21, 2026, 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 | Registration Link Coming Soon!
Tuesday, July 21, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics to
Collect a Delinquent Tax Liability
Tuesday, August 18, 2026, 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 | Registration Link Coming Soon!
Collect a Delinquent Tax Liability
Tuesday, August 18, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Resolving Trust Disputes Without Going to the Mat
Tuesday, September 15, 2026, 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 | Registration Link Coming Soon!
Tuesday, September 15, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Best Designs for the Exercise of Discretion by a Trustee
Tuesday, October 20, 2026, 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 | Registration Link Coming Soon!
Tuesday, October 20, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0
Act of 2022 and 2024 Final Regulations
Tuesday, November 17, 2026, 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 | Registration Link Coming Soon!
Act of 2022 and 2024 Final Regulations
Tuesday, November 17, 2026, 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 | Registration Link Coming Soon!
CE Luncheon Series: Ethics Dilemmas Arising in Various Joint Representation Scenarios
Tuesday, December 8, 2026, 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 | Registration Link Coming Soon!
Tuesday, December 8, 2026, 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 | Registration Link Coming Soon!
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.