Events

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Upcoming events

  • Board Meeting

    • 11 Jun 2020
    • 8:00 AM - 9:00 AM (EDT)
    • Octagon, Mystic Marriott, Groton, CT
    Monthly Meeting of Officers and Board of Directors 
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Ethics-Based Obligations in Specific Client Engagements

    • 23 Jun 2020
    • 12:30 PM - 2:00 PM (EDT)
    • Teleconference
    The Cannon Financial Institute 2019 Estate Planning Teleconference Series

    For details, contact     Alison Woods at the Community Foundation at 860-442-3572 or alison@cfect.org
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Maximizing Flexibility with Powers of Appointment

    • 21 Jul 2020
    • 12:30 PM - 2:00 PM (EDT)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Picking Up the Pieces: Post Divorce Planning

    • 25 Aug 2020
    • 12:30 PM - 2:00 PM (EDT)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Moving the Needle With Your Clients' Retirement Asset Planning

    • 22 Sep 2020
    • 12:30 PM - 2:00 PM (EDT)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Contemporary Challenges in Trust Administration

    • 20 Oct 2020
    • 12:30 PM - 2:00 PM (EDT)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Essential Asset Protection Planning

    • 17 Nov 2020
    • 12:30 PM - 2:00 PM (EST)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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  • Cannon Estate Planning Series - Conflicts of Interest Issues Facing Estate Planning Professionals

    • 15 Dec 2020
    • 12:30 PM - 2:00 PM (EST)
    • 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
     
     
         

     

     

     

     

     

     

     

     

     

                             

     

     

     

     

     

     

     

     

     

         

     

                                   

     

     

     

     

     

     

     

              

                                                                  

     

     

     

     

     

              

     

     

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Past events

26 May 2020 Cannon Estate Planning Series - The Relationship Among Trust Beneficiaries and Trustees, the IRS and the Courts
06 May 2020 Annual Economic Update Webinar Presented by Maria Li, CFA, VP and Senior Market Strategist, Strategic Advisory Solutions, Goldman Sachs
21 Apr 2020 Cannon Estate Planning Series - Developing and Keeping Business for Estate Planning & Trust Professionals
09 Apr 2020 Board Meeting
24 Mar 2020 Cannon Estate Planning Series - Power of Attorney: Not a Walk in the Park
04 Mar 2020 March Luncheon - Navigating an Emotional Tsunami: Managing Clients with Behavioral Health Issues presented by Jonathan Green, PhD
25 Feb 2020 Cannon Estate Planning Series - Mathematics and Economics of Estate Planning
13 Feb 2020 Board Meeting
28 Jan 2020 Cannon Estate Planning Series - Avoiding the Fiduciary Litigation Hurricane
09 Jan 2020 Board Meeting
10 Dec 2019 Cannon Estate Planning Series - Client or Non-Client?
04 Dec 2019 December Luncheon - Legislative Update by Bonnie Stewart, Executive Director of CTCPA
14 Nov 2019 Board Meeting
05 Nov 2019 Cannon Estate Planning Series - Estate Planning for Professionals
22 Oct 2019 Cannon Estate Planning Series - Unmaking Messes
02 Oct 2019 Quarterly Luncheon with Speaker Kelley Galica Peck, Esq. providing an Update on the New Connecticut Uniform Trust Code
24 Sep 2019 Cannon Estate Planning Series - Contemporary Uses for Life Insurance in Estate Planning
12 Sep 2019 Board Meeting
27 Aug 2019 Cannon Estate Planning Series - Practical Solutions to Vexing Trust Administration Dilemmas
08 Aug 2019 Board Meeting
23 Jul 2019 Cannon Estate Planning Series - Your Marital Agreements Toolbox
26 Jun 2019 SPRING SOCIAL at MYSTIC SEAPORT!
25 Jun 2019 Cannon Estate Planning Series - Ethics Issues in a Modern Estate Planning Practice
28 May 2019 Cannon Estate Planning Series - New and Enduring Problems in Business Succession Planning
01 May 2019 Annual Economic Update
23 Apr 2019 Cannon Estate Planning Series - Where Does Your Trust Live?
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
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