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Your Bank > Education and Advice > CNB University

Podcast: Retirement Planning

T Benner
Thomas W. Benner, MBA, CFP®
Vice President - Wealth Advisor
TBenner@cnbank.com
(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 & Trust.

Broadcasted on March 11, 2017

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

Retirement Planning

 

Audio Clip

 

Retirement Planning Guidelines
 

 


Retirement Planning Best Practices


 


What You Can Do Now


 


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 its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.