We'd love to have you join us!
CE Luncheon Series: When Doing What's "Right" Might Be Wrong
Tuesday, June 20, 2023, 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 6/20 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 6/20 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 6/20 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 6/20 - Madison
CE Luncheon Series: Opportunities and Obstacles Created by the Uniform Trust Code
Tuesday, July 25, 2023, 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 7/25 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 7/25 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 7/25 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 7/25 - Madison
CE Luncheon Series: Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability
Tuesday, August 22, 2023, 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 8/22 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 8/22 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 8/22 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 8/22 - Madison
CE Luncheon Series: Gift and Estate Tax Black Holes
Tuesday, September 19, 2023, 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 9/19 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 9/19 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 9/19 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 9/19 - Madison
CE Luncheon Series: Directed Trusts - Slicing and Dicing Duties, Risks and Potential Liabilities
Tuesday, October 24, 2023, 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 10/24 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 10/24 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/24 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 10/24 - Madison
CE Luncheon Series: Defusing Disaster
Tuesday, November 14, 2023, 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 11/14 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 11/14 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/14 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 11/14 - Madison
CE Luncheon Series: Malpractice in Estate Planning - Some Guidance on How to Avoid It
Tuesday, December 12, 2023, 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 12/12 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 12/12 - Madison
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/12 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 12/12 - Madison
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.