Events

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 | Register for 10/20

 

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 | Register for 11/17

 

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 | Register for 12/8

 

CE Luncheon Series: Disbursements From Estates and Trusts
Tuesday, January 19, 2027, 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 1/19

 

CE Luncheon Series: The Junction of Excellent Estate Planning and Terrible Trust Administration
Tuesday, February 16, 2027, 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 2/16

 

CE Luncheon Series: Post-Mortem Planning and Strategies
Tuesday, March 16, 2027, 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 3/16

 

CE Luncheon Series: Practical Solutions to Vexing Trust Administration Dilemmas
Tuesday, April 20, 2027, 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 4/20

 

CE Luncheon Series: Business Succession Planning Potpourri
Tuesday, May 18, 2027, 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 5/18

 

CE Luncheon Series: No Good Deed Goes Unpunished (Ethics)
Tuesday, June 15, 2027, 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 6/15

 

CE Luncheon Series: Identifying Landmines and Minimizing Battle Scars in Conflicts
Tuesday, July 20, 2027, 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 7/20

 

CE Luncheon Series: Valuation Considerations in Estate Planning and Administration
Tuesday, August 17, 2027, 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 8/17

 

CE Luncheon Series: Avoiding the Fiduciary Litigation Hurricane
Tuesday, September 21, 2027, 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 9/21

 

CE Luncheon Series: Don't Overlook the Power of Powers
Tuesday, October 19, 2027, 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 10/19

 

CE Luncheon Series: Protecting Beneficiaries From Themselves…and Others
Tuesday, November 16, 2027, 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 11/16

 

CE Luncheon Series: Is it Malpractice, an Ethics Violation…or Both?
Tuesday, December 7, 2027, 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 12/7