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Your Bank > Education and Advice > CNB University

Podcast: How to Create and Manage a Winning Investment Strategy

J Richardson
John E. Richardson is Vice President - Wealth Advisor and can be reached at JRichardson@CNBank.com or (585) 419-0670 x50604.
T Benner
Thomas W. Benner, CFP® is Vice President - Investment and Financial Planning Officer and can be reached at TBenner@cnbank.com or (585) 419-0670 x50689.

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 Tom Benner, CFP®, Vice President and Investment and Financial Planning Officer, and John Richardson, Investment Officer, with our Wealth Strategies Group.

Listen to the show!

 

Audio Clip

 
Segment 1
 
Segment 2
 
Segment 3
 
Segment 4
 

Broadcasted on July 26, 2015

For questions, feel free to contact Tom Benner or John Richardson at (585) 419-0670.  

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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.