We'd love to have you join us!
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
CE Luncheon Series: Spousal Lifetime Access Trusts - A Fleeting Opportunity
Tuesday, January 23, 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 1/23
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 1/23
CE Luncheon Series: State Income Tax Issues with Trusts
Tuesday, February 20, 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 2/20
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 2/20
CE Luncheon Series: Deep Dive into Disclaimers
Tuesday, March 19, 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 3/19
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 3/19
CE Luncheon Series: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
Tuesday, April 23, 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 4/23
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 4/23
CE Luncheon Series: Marital Agreements from A to Z
Tuesday, May 21, 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 5/21
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 5/21
CE Luncheon Series: Ethics Issues in a Contemporary Estate Planning Process
Tuesday, June 18, 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 6/18
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 6/18
CE Luncheon Series: Nuts and Bolts of Trust Terminations
Tuesday, July 23, 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 7/23
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 7/23
CE Luncheon Series: Addressing the Estate Planning Needs of Modern-Day Clients
Tuesday, August 20, 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 8/20
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 8/20
CE Luncheon Series: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
Tuesday, September 17, 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 9/17
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 9/17
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
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
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.