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Your Bank > Education and Advice > CNB University

Podcast: Enhancing Your Financial Fitness in 2014 and Beyond

J Terwilliger 2014
James P. Terwilliger, PhD, CFP® is Senior Vice President - Group Manager, Financial Planning Strategies and can be reached at or (585) 419-0670 x50630.
D Cator 2014
Donna L. Cator, CFP® is Vice President - Financial Planning Officer and can be reached at or (585) 419-0670 x50623.

We hope you enjoyed listening to "Ask the Experts" on News Radio WHAM 1180, broadcasted on Sunday, March 30th at 8:00pm.

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 the last call included Donna Cator CFP®, Vice President and Financial Planning Officer, and James Terwilliger PhD, CFP®, Senior Vice President and Group Manager of Financial Planning Services.

Highlights From the Show
Audio Clip

The model of retirement income sources isn’t what it used to be.


The importance of saving as early as possible.


Best practices for saving for retirement.


What to do with your retirement assets after leaving them at your past jobs.


Rules of thumb to make your retirement savings last…


Key factors that can ensure your financial well-being throughout your lifetime.

You can also listen to the broadcast in its entirety here:  

For questions, feel free to contact Donna Cator or James Terwilliger.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.