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Your Bank > Education and Advice > CNB University

Podcast: How to Prepare for a Secure and Rewarding Retirement

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.
J Richardson
John E. Richardson is Vice President - Wealth Advisor and can be reached at jrichardson@cnbank.com or 585 419 0670 x50604.

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, 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 or John Richardson at (585) 419-0670 x50604.  

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 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.