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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, 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