Your Bank > Education and Advice > CNB University

Podcast: Divorce After 50 and Finances

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Planning Advisor
[email protected]
(585) 419-0670 x50623
Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
[email protected]
(585) 394-4260 x42129

While divorce can happen at any age, over the last 20 years, the rate of divorce has doubled for couples over 50. In this episode, Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor, CNB Wealth Management, and Margaret Whelehan, CFP®, CDFA®, Vice President, Financial Advisor with Canandaigua Investment Services*** join CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions, to discuss this trend. Tune in to learn more about the unique financial challenges divorce poses to people over the age of 50 and how a Certified Divorce Financial Analyst® can help.

Broadcasted on March 18, 2022

For questions, feel free to contact Donna Cator at (585) 394-4260 x50623 or Margaret Whelehan at (585) 394-4260 x 42129.

Divorce After 50 and Finances

About the CNB Financial Wellness Show


Your financial life can be complicated. But it doesn’t have to be. Tune in to hear from Canandaigua National Bank & Trust’s financial professionals as they discuss strategies for improving your financial wellness. No matter what stage of life you are in, this podcast provides you with the knowledge you need to take the stress out of finances so you can focus on reaching your financial goals.

Subscribe to our podcast on Apple Podcasts* or Google Podcasts.

The information in this podcast is educational and general in nature, and is based on the financial and regulatory environment as of the date of recording. It does not take into consideration the listener’s personal circumstances. Listeners should not act upon the content or information in this podcast without first seeking appropriate individualized advice from an accountant, financial planner, lawyer or other professional. The views expressed in this podcast may change without notice and may differ from those views expressed by other Bank personnel. The Bank makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast.

*Apple, the Apple logo, and Apple Podcast are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries.

***Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Located at: 1816 Penfield Road, Penfield, NY 14526 585-899-4653
Investments are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site.

View Cetera Investment Services privacy policy, business continuity plan, and other important information.