Cannon Financial Institute

Myles was recently published in the 46th issue of the NAEPC Journal of Estate & Tax Planning, where he breaks down the 2025 updates to catch-up contributions.

Read the full article to stay ahead of the changes.
https://www.naepcjournal.org/issue/46/2025-catch-up-contribution-changes/

Q&A with Myles McHale!
Myles emphasizes the importance of understanding clients' philanthropic motivations to craft meaningful giving strategies. Explore his insights on aligning financial advice with personal values.
Read here: https://www.cannonfinancial.com/resources/q-a-with-myles-mchale-approaching-charitable-intention-from-your-clients-perspective

Want to learn more about Charitable Foundation Management?
Next session: August 4–5, 2025, in Nashville, TN

Headed to the Tri-State Trust Conference?
We’d love to connect!

Stop by our booth and meet our Director of Designations, Dave.

While you're there, don’t miss Phil Buchanan’s session on:
"Thriving in Chaos: Addressing 7 Challenges Impacting Wealth Management"
Gain perspective on what’s disrupting the industry—and how elite professionals are rising above it.

See you soon!