Events

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Upcoming events

    • 23 Apr 2019
    • 12:30 PM - 2:00 PM
    • The Community Foundation - 68 Federal Street, New London
    The Cannon Financial Institute 2019 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

    • 01 May 2019
    • 12:00 PM - 2:00 PM
    • Latitude 41, 105 Greenmanville Ave, Mystic, CT 06355
    Register

    Wednesday, May 1, 2019

    12:00pm - 2:00pm

    Plated Lunch Included!   
     

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


    Mike Dickson, Ph.D., Head of Portfolio Management at Horizon Investments, will provide the 2019 annual economic update.  Dr. Dickson serves as Head of Portfolio Management and in this role oversees all investment strategies managed by Horizon. He also conducts research on the development of quantitative methods and strategies that support Horizon’s investment process and new product development. His research is published in scholarly journals and he frequently speaks on these topics at industry conferences. In previous roles at Horizon, he served as Director of Structured Financial Solutions and as a portfolio manager with an emphasis on retirement income and protection strategies.  Dr. Dickson specializes in the areas of empirical asset pricing, portfolio construction, and factor models. Both during and after his Ph.D. studies he taught undergraduate and graduate school coursework in finance and portfolio management at UNC Charlotte. Prior to earning his Ph.D. he worked in financial analysis support roles at Premier, Inc. and Global Compliance. Dr. Dickson received his BS in Chemistry from Winthrop University and both an MS in Economics and Ph.D. in Finance from UNC Charlotte.

      

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

            
      • 28 May 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 25 Jun 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 23 Jul 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 27 Aug 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 24 Sep 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 22 Oct 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 05 Nov 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

      • 10 Dec 2019
      • 12:30 PM - 2:00 PM
      • The Community Foundation - 68 Federal Street, New London
      The Cannon Financial Institute 2019 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
       
       
           

       

       

       

       

       

       

       

       

       

                               

       

       

       

       

       

       

       

       

       

           

       

                                     

       

       

       

       

       

       

       

                

                                                                    

       

       

       

       

       

                

       

       

    Past events

    26 Mar 2019 Cannon Estate Planning Series - Identifying Land Mines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries
    06 Mar 2019 Observations From The Bench by Probate Court Judge Nicholas F. Kepple
    26 Feb 2019 Cannon Estate Planning Series - The Moving Target: Planning for Clients with Net Worth Over $11 Million
    29 Jan 2019 Cannon Estate Planning Series - The New "Moderately Wealthy" Planning for Clients with Net Worth Under $11 Million
    05 Dec 2018 Advising Clients Through The Toughest Times Of Life
    04 Dec 2018 Cannon Estate Planning Series -
    06 Nov 2018 Cannon Estate Planning Series - Directed Trusts: Understanding the Risks and Rewards
    23 Oct 2018 Cannon Estate Planning Series - Income Tax Considerations in Estate Planning and Estate & Trust Administration
    03 Oct 2018 Financial Abuse of Seniors
    25 Sep 2018 Cannon Estate Planning Series - Estate Planning & Administration Issues for the Elderly & Disabled
    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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