November 18, 2025: Asset Protection Planning – What Can Succeed and What’s Doomed to Failure
Sponsored by: Holland Law Offices & Plimoth Investment Advisors
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
Please note that online registration closes at noon the Friday before each teleconference.
About the Program:
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This webinar will address the following:
Wednesday, December 3, 2025
12-2:00 pm | Langley's at Great Neck County Club, Waterford
Plated Lunch Included | Members: Free | Non-Member Fee: $55
Stay tuned for program details to be updated closer to the date!
December 9, 2025: Ethics Issues for Estate Planners Before the Engagement Begins
Co-Sponsored by Grenger Law Offices & Law Office of Richard Dixon
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple issues giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues
that will receive our focused attention in this webinar are the following: