Continuing Education

Cannon Financial Estate Planning CE Luncheons

Riverwater Partners, in partnership with Cannon Financial, invites you to a continuing-education luncheon series featuring estate-planning attorney Clary Redd of Stinson LLP. Each session offers 1.5 hours of CE credit and lunch at The Milwaukee Club.

Register
Location The Milwaukee Club
Time 11:30 AM
Seating Limited to 50 guests per session

Upcoming Sessions

Two sessions remaining in 2026

October 20, 2026

Best Designs for the Exercise of Discretion by a Trustee

The heart of trust administration is the trustee’s thoughtful exercise of discretion. This session examines various options for conferring fiduciary discretion, including:

  • Designing discretionary distribution language
  • Incentive trust approaches
  • Language that confers appropriate investment flexibility on the trustee
  • Drafting and defending reliance on exculpatory clauses
Register for this session
December 8, 2026

Ethics Dilemmas Arising in Various Joint Representation Scenarios

Concurrent representation of multiple parties may give rise to a host of ethics-related issues. This session provides focused attention on:

  • Relevant Model Rules of Professional Conduct
  • Identifying and navigating conflicts of interest
  • Confidentiality conundrums
  • A deep dive into engagement letters
Register for this session

Reserve Your Seat

Register

Complete the form below and we’ll confirm your seat. Seating is limited to 50 guests per session.