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Educational Events

IMPORTANT MESSAGE: To ensure the health and safety of our customers, communities, and employees, we have cancelled all of our educational seminars and events through June 30, 2020.

Providing financial education and advice is important to us and we invite you to visit our online resources. If you would like more information on security related topics, click to visit our Security Center. For a full library of articles and newsletters on a variety of financial topics, click to visit CNB University. For specific questions or an individual consultation, feel free to reach out to one of our representatives.


June 2020

Playing the Long Game with Long-Term Care: A fresh perspective on Medicaid planning

Thursday, June 4 | 12:00pm-1:00pm
Basin Park Wealth Management Office
Light lunch provided

Playing-the-Long-Game-with-Long-term-Care
The world of Medicaid planning is complex, confusing, and sometimes controversial. This session focuses on how to balance the desire to protect assets from nursing home expenses, while maintaining flexibility and ensuring a high quality of care. Current Medicaid eligibility rules, the five-year lookback period, and asset protection strategies will be discussed, as well as irrevocable trusts, the application process, and much more. Space is limited.

We also offer individual counseling for this subject. To make an appointment, click schedule appointment.
Registration is
currently unavailable.





Schedule Appointment  

The world of Medicaid planning is complex, confusing, and sometimes controversial. This session focuses on how to balance the desire to protect assets from nursing home expenses, while maintaining flexibility and ensuring a high quality of care. Current Medicaid eligibility rules, the five-year lookback period, and asset protection strategies will be discussed, as well as irrevocable trusts, the application process, and much more. Space is limited.

We also offer individual counseling for this subject. To make an appointment, click schedule appointment.

Registration is
currently unavailable.



Schedule Appointment  



Playing the Long Game with Long-Term Care: A fresh perspective on Medicaid planning

Tuesday, June 9 | 6:00pm-7:00pm
Canandaigua-Main Bank Office
Light snack provided

Playing-the-Long-Game-with-Long-term-Care
The world of Medicaid planning is complex, confusing, and sometimes controversial. This session focuses on how to balance the desire to protect assets from nursing home expenses, while maintaining flexibility and ensuring a high quality of care. Current Medicaid eligibility rules, the five-year lookback period, and asset protection strategies will be discussed, as well as irrevocable trusts, the application process, and much more. Space is limited.

We also offer individual counseling for this subject. To make an appointment, click schedule appointment.
Registration is
currently unavailable.





Schedule Appointment  

The world of Medicaid planning is complex, confusing, and sometimes controversial. This session focuses on how to balance the desire to protect assets from nursing home expenses, while maintaining flexibility and ensuring a high quality of care. Current Medicaid eligibility rules, the five-year lookback period, and asset protection strategies will be discussed, as well as irrevocable trusts, the application process, and much more. Space is limited.

We also offer individual counseling for this subject. To make an appointment, click schedule appointment.

Registration is
currently unavailable.



Schedule Appointment  



Protecting Yourself from Identity Theft

Wednesday, June 10 | 6:00pm-7:00pm
Brockport Bank Office
Light snack provided

Identifying-and-Avoiding-Fraud-Scams-5
In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.
Registration is
currently unavailable.
 

In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.

Registration is
currently unavailable.
 



Protecting Yourself from Identity Theft

Wednesday, June 17 | 12:00pm-1:00pm
Basin Park Wealth Management Office
Light lunch provided

Identifying-and-Avoiding-Fraud-Scams-5
In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.
Registration is
currently unavailable.
 

In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.

Registration is
currently unavailable.
 



Protecting Yourself from Identity Theft

Tuesday, June 23 | 12:00pm-1:00pm
Webster-Jackson-Ridge Bank Office
Light lunch provided

Identifying-and-Avoiding-Fraud-Scams-5
In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.
Registration is
currently unavailable.
 

In this session, we will share suggestions and strategies to protect your identity, and what steps to take if you feel you have been a victim. Space is limited.

If the available times are not convenient for you, please contact Karen Robida at [email protected] or (585) 419-0670 ext. 50664 to be placed on a contact list for future sessions.

Registration is
currently unavailable.