Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
The experts of this show featured Donna Cator, CFP®, CDFA® and Rita Nischal, Esq., Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank & Trust.
Broadcasted on July 25, 2017
For questions, feel free to contact Donna Cator, CFP®, CDFA® at (585) 419-0670 x50623 or Rita Nischal, Esq. at (585) 419-0670 x50631.
| Avoiding Costly Estate Planning Mistakes
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Creating a Plan and Thinking Ahead
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Having a Team on Your Side
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Anticipating Life Changes
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Protecting Digital Assets and Lifetime Giving
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