Mastering Portability

Date: Thursday, January 23, 2014
Time: 7:30 AM - 9:00am
Location: Denver Athletic Club
Speaker: Daniel Smith

Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204



The Program:

Mastering Portability


Presented By:

Daniel A. Smith's extensive real-world experience brings his classroom information into immediate, practical, applicable form.  He specializes in integrating sales and relationship management with the complexities of estate planning, estate taxation, charitable giving, and investment management issues of the High Net Worth and Ultra High Net Worth client.  Prior to joining Cannon in 1990, Daniel was a Trust Services Officer at First Hawaiian Bank and an Account Executive with Dean Witter Reynolds (now Morgan Stanley).  When not teaching at Cannon Schools, Daniel is a frequent speaker at banks, trust companies, brokerage firms and financial services conferences.  His work has been published in Trusts & Estates, Registered Rep and other industry publications.  Daniel's in-house training addresses sales and service issues and technical topics related to personal trust, investments, and estate planning.  His consulting work is focused on developing custom sales presentation materials and computer-based training.



The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.


Members are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.


This presentation is sponsored by:




This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.

Instructional delivery method: Live instructor

CPE credits: 1 (one) hour

Field of study: Estate Planning

Prerequisites: None

Program Level: Basic

Advance Preparation: None

Program Description:

Course Registration Requirements: Respond to Evite invitation or email Stephanie Hill at

Refund Policy: N/A, cost included in annual membership dues

Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to


You are invited to email our office manager, Stephanie Hill, at with any questions.

Related Document(s):

See Upcoming Event Calendar