Broker Check

13 Wealth Management Issues

Certified Wealth Strategist

Through our affiliation with a team of Financial and Legal professionals we comprehensively address 13 Wealth Management Issues with clients who have reached Elite status with our firm. Areas addressed include:Through our affiliation with a team of Financial and Legal professionals we comprehensively address 13 Wealth Management Issues with clients who have reached Elite status with our firm. Areas addressed include:

  1. Investments
  2. Liability Issues
  3. Insurance Issues
  4. Stock Options
  5. Durable Power of Attorney
  6. Titling of Assets
  7. Choice of Executor / Trustee
  8. IRA / Qualified Retirement Plan Distribution Issues
  9. Business Succession Plan Issues
  10. Gifting During Life Issues
  11. Charitable Gifting During Life Issues
  12. Charitable Inclinations at Death Issues
  13. Distribution of Wealth at Death Issues

    Certified Wealth Strategist and the CWS designation are achieved through successful completion of a course of rigorous study of material taught by the Cannon Financial Institute.

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