Events

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Upcoming events

  • Cannon Estate Planning Series - Estate Planning & Administration Issues for the Elderly & Disabled

    • 25 Sep 2018
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2018 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Financial Abuse of Seniors

    • 03 Oct 2018
    • 12:00 PM - 2:00 PM
    • Latitude 41, 105 Greenmanville Ave, Mystic, CT 06355
    Register

    Wednesday, October 3, 2018

    12:00pm - 2:00pm

    Plated Lunch Included!   
     

    Guest / Non-Member Fee: $45; Council Members are Free


    Matthew L. Mercer, Esq., will discuss 

    Financial Industry Regulatory Authority.....Rule 2165; Effective February 8, 2018

      
    • The Rule allows Securities Firm to pay closer attention to their most vulnerable clients; the elderly, to prevent financial exploitation;  
    • Temporary Hold on Securities transactions to prevent Financial exploitation that the Firm believes has occurred, is occurring, or has been attempted;
    • Definition of Financial Exploitation;
    • Epidemic of Financial Exploitation of the Elderly and other Specified Adults;  and
    • The interplay between FINRA Rule 4512 and FINRA Rule 2165

    Venue: Latitude 41, 105 Greenmanville Ave, Mystic, CT 06355

           

    Click below for the speakers' bio:

     

    Matthew L. Mercer, Esq.
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  • Cannon Estate Planning Series - Income Tax Considerations in Estate Planning and Estate & Trust Administration

    • 23 Oct 2018
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2018 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
     
     

     

     

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Directed Trusts: Understanding the Risks and Rewards

    • 06 Nov 2018
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2018 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series -

    • 04 Dec 2018
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2018 Estate Planning Teleconference Series

    RSVP (for accurate lunch count/copies of materials)     To: 
    Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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Past events

04 Sep 2018 FALL SOCIAL at S&P OYSTER!
28 Aug 2018 Cannon Estate Planning Series - Retirement Asset Planning for Estate Planners: Compelling Practical Advice
24 Jul 2018 Cannon Estate Planning Series - Management (And Mismanagement) Of Trust Assets
26 Jun 2018 Cannon Estate Planning Series - Ethics Issues Facing Trusts and Estates Practitioners
22 May 2018 Cannon Estate Planning Series - Engaging the Next Generation of Estate Planning Clients
02 May 2018 Annual Economic Update
24 Apr 2018 Cannon Estate Planning Series - Developments in Trust & Estate Administration and Fiduciary Liability
28 Mar 2018 RESCHEDULED Charitable Giving: Opportunities Ahead and Avoiding Pitfalls
27 Mar 2018 Cannon Estate Planning Series - Charitable Giving: Seeking the Perfect Match between Donor and Donee
27 Feb 2018 Cannon Estate Planning Series - Modification & Termination of Trusts: A Double-Edged Sword
23 Jan 2018 Cannon Estate Planning Series - Designing Estate Plans to Withstand Challenges
06 Dec 2017 Investigative reporting on the State of Connecticut budget crisis
05 Dec 2017 Cannon Estate Planning Series - Trying Too Hard to Do Too Much: Ethics Traps for the Good Samaritan
16 Nov 2017 FANTASTIC FALL SOCIAL!
07 Nov 2017 Cannon Estate Planning Series - Protecting Beneficiaries from Themselves and Others
17 Oct 2017 Cannon Estate Planning Series - Don’t Overlook the Power of Powers
04 Oct 2017 Addressing the Six Key Areas of Capital Accumulation and Protection
19 Sep 2017 Cannon Estate Planning Series - Family Business Succession Planning: Now More Challenging than Ever
22 Aug 2017 Cannon Estate Planning Series - Estate Planning for the 99%
25 Jul 2017 Cannon Estate Planning Series - Estate Planning for & Administration of Digital Assets
27 Jun 2017 Cannon Estate Planning Series - Malpractice in Estate Planning: Some Guidance on How to Avoid It
15 Jun 2017 KICK OFF THE SUMMER SOCIAL
23 May 2017 Cannon Estate Planning Series - The Junction of Excellent Estate Planning & Terrible Trust Admin.
03 May 2017 Annual Economic Update: An Overview of the Financial Markets & Economy
25 Apr 2017 Cannon Estate Planning Series - Designing and Administering Estate Plans to Minimize Income Tax
21 Mar 2017 Cannon Estate Planning Series - Designing and Administering Trust Distribution Mechanisms
02 Mar 2017 Capacity: The Interface Between Medical and Legal Concerns
21 Feb 2017 Cannon Estate Planning Series - Post-Mortem Tax Election Heaven
24 Jan 2017 Cannon Estate Planning Series - Elephant in the Room: Disposition of Qualified Plans and IRAs
07 Dec 2016 Estate Planning for Business Owners
06 Dec 2016 Cannon Estate Planning Series - Nation of Elders: Estate Planning for an Aging Population
15 Nov 2016 Cannon Estate Planning Series - The Ongoing March of Breach of Duty Claims and How to Protect Against Them
27 Oct 2016 OKTOBERFEST SOCIAL
18 Oct 2016 Cannon Estate Planning Series - Directed and Delegated Trusts - The Options Available and The Risks Involved
05 Oct 2016 Using Home Equity in Retirement: What Clients Need You to Know
27 Sep 2016 Cannon Estate Planning Series - Super Creditor! IRS Tool & Tactics to Collect an Unpaid Tax Liability
23 Aug 2016 Cannon Estate Planning Series - Asset Protection Planning without Going Offshore
26 Jul 2016 Cannon Estate Planning Series - Liability Risks Arising From Holding Certain Assets in Trust
30 Jun 2016 KICK-OFF THE SUMMER SOCIAL
28 Jun 2016 Cannon Estate Planning Series - Preserving the Integrity of the Estate Plan
24 May 2016 Cannon Estate Planning Series - The Sometimes Complicated World of Charitable Giving
04 May 2016 Annual Meeting and Economic Update: An Overview of the Financial Markets & Economy
26 Apr 2016 Cannon Estate Planning Series - Life Insurance Revisited
22 Mar 2016 Cannon Estate Planning Series - Ethics Issues Arising in Estate Planning for Those in Different Family Contexts
16 Mar 2016 The True Frontier of Estate Planning: Effective Collaboration
08 Dec 2015 Cannon Estate Planning Series - Ethics Issues in Trust Administration
02 Dec 2015 December Quarterly Luncheon - Planning for Long Term Care: Help Protect Your Financial Future
17 Nov 2015 Cannon Estate Planning Series - Retirement Benefit Planning: Dealing with the Uncertainties
20 Oct 2015 Cannon Estate Planning Series - Post-Mortem Estate Planning
07 Oct 2015 Natalie Choate - Special Guest Quarterly Luncheon
15 Sep 2015 Cannon Estate Planning Series - The Ascendency of Income Tax Planning
18 Aug 2015 Cannon Estate Planning Series - Working With Disabled Clients and a Client's Disabled Family Members
21 Jul 2015 Cannon Estate Planning Series - State Income Tax Issues with Trusts
23 Jun 2015 Cannon Estate Planning Series - Closely-Held Business Succession Planning - Opportunities and Challenges
19 May 2015 Cannon Estate Planning Series - Ethics Issues in Estate Planning
06 May 2015 Annual Economic Update: An Overview of the Financial Markets & Economy
21 Apr 2015 Cannon Estate Planning Series - Trust Modification, Decanting and Premature Termination
11 Mar 2015 Digital Asset Planning and Administration, and How UFADAA Will Help
03 Dec 2014 Securing Your Retirement - Transforming Social Security into a Winning Retirement Strategy
01 Oct 2014 Tax Battles: Unpaid Taxes, When Filing a Joint Return Can Hurt, and Criminal Tax Review
07 May 2014 Annual Economic Update
12 Mar 2014 Asset Protection Trusts for Non-Disabled Adult Children
10 Dec 2013 Cannon Estate Planning Series - Reaching the Ethical Summit
04 Dec 2013 Using Leadership, Stewardship, and Governance as a Framework for Managing Fiduciary Responsibility
12 Nov 2013 Cannon Estate Planning Series - Navigating the Charitable Giving Labyrinth
15 Oct 2013 Cannon Estate Planning Series - Solving Frequently Encountered Problems With Retirement Assets
10 Oct 2013 Probate Court Judge Reception and Panel Discussion
02 Oct 2013 Tax Compliance for Small Businesses in Connecticut – New Developments and Best Practices
17 Sep 2013 Cannon Estate Planning Series - The Annual Exclusion May Be Elusive
20 Aug 2013 Cannon Estate Planning Series - Estate Planning Issues for Non-Married Clients
16 Jul 2013 Cannon Estate Planning Series - Special Estate Planning Concerns for the Elderly and Disabled
18 Jun 2013 Cannon Estate Planning Series - Business Succession or Business Cessation? Passing the Baton to the Next Generation
21 May 2013 Cannon Estate Planning Series - Never a Dull Moment in the Management of Trust Assets
01 May 2013 Annual Economic Update: An Overview of the Financial Markets & Economy
23 Apr 2013 Cannon Estate Planning Series - Ethics Traps in Estate Planning Administration
19 Mar 2013 Cannon Estate Planning Series - Vexatious Fiduciary Duty Concerns
06 Mar 2013 ”Fiduciaries & Firearms”: Estate Planning & Settlement for Gun Owners
05 Dec 2012 Remedies for Elder Financial Abuse: A Panel Discussion
03 Oct 2012 Washington Legislative Climate for Financial, Estate, and Charitable Planning: Forecast of Fog – Sometimes Lifts Retroactively
© ETPCEC - Estate & Tax Planning Council of Eastern Connecticut
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