Unique and Hard-to-Value Assets: A Must-Attend Class at Cannon Financial Institute

In today’s ever-changing financial landscape, staying informed about unique and hard-to-value assets is crucial for effective trust planning. If you’re seeking in-depth knowledge and practical insights, register for Cannon Trust School II from the Cannon Financial Institute. Led by industry experts, a diverse range of topics are covered. This course is designed to equip attendees with the tools they need to navigate the complexities of the trust industry.  

The Unique and Hard-to-Value Assets section of this course will be lead by industry experts who are leaders in their respective fields, including Aaron Hanson, the Director of Remediation at ITM. Aaron will be leading the Life Insurance portion of the class. With their extensive experience and wealth of knowledge, these instructors provide participants with valuable insights and practical strategies. 

The course covers a wide range of essential topics related to unique and hard-to-value assets, including regulatory frameworks, intellectual property, tangible assets and collectibles, and life insurance trusts. attendees will gain a comprehensive understanding of this complex industry.  

The Unique and Hard-to-Value Assets section that ITM will be helping to lead is a part of the larger course in this three-part series for those working towards their CTFA™. Other areas of study in this course include: 

  • Foundations of Retirement Plans and Planning 
  • Estate Planning for Retirement Plans 
  • Income Tax Issues and Strategies 
  • Distribution Mechanisms 
  • Advanced Trust Topics 
  • Advanced Marital Deduction Planning 
  • Generation-Skipping Transfer Taxation 
  • Administrative Case (Applied Gift, Estate, GSTT, Document Analysis, Property Ownership) 
  • Investment Management (Fixed Income and Investment Companies)  

Whether you’re a seasoned professional looking to expand your knowledge and keep up with industry changes, or a newcomer looking to just get started in the industry and add to your certifications, the Unique and Hard-to-Value Assets class is an excellent opportunity to delve into the complex world of trust planning.  

Join us from July 23-27 in South Bend, IN for informative classes on Trust Planning. Visit the Cannon Financial Institute for more information. Contact Aaron Hanson to learn more about his section of the class.

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