Your Bank > Education and Advice > CNB University

Podcast: How to Protect Yourself Financially When Going Through a Divorce

D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
[email protected]
(585) 394-4260 x50623
Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
[email protected]
(585) 394-4260 x42129

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 L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Margaret M. Whelehan, CDFA®, Vice President, Financial Advisor.

Broadcasted on May 29, 2021

For questions, feel free to contact Donna L. Cator at (585) 394-4260 x50623 or Margaret M. Whelehan at (585) 394-4260 x42129.

How to Protect Yourself Financially When Going Through a Divorce Audio Clip
Part 1: The Benefits of Mediation and Understanding Your Complete Financial Picture
 

Part 2: Honesty About Finances, Budgeting, and Considering the Impact of Taxes

 

Part 3: Evaluating Settlement Proposals, Negotiations, and Updating Documents

 

Part 4: Insurance and Developing Your Post-Divorce Financial Plan

 

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.