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Podcast: How to Prepare for a Secure and Rewarding Retirement

T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
[email protected]
(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® and John Richardson (Retired), Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank and Trust.

Broadcasted on March 26, 2016

For questions, feel free to contact Tom Benner, CFP® at (585) 419-0670 x50689.  

How to Prepare for a Secure and Rewarding Retirement Audio Clip
Retirement Planning Overview
 

The Value of a CERTIFIED FINANCIAL PLANNERTM (CFP®)

 

Sorting Out Retirement Planning Options

 

Wrap Up

 

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.