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Your Bank > Education and Advice > CNB University

Podcast: Six Keys to Financial Success for Women

N Bowes 2014
Nancy E. Bowes, CFP® is Vice President - Investment and Financial Planning Officer and can be reached at NBowes@cnbank.com or (585) 419-0670 x50673.
M Caton 2014
Maria Caton, CFP®, AAMS®, ChSNC is Vice President - Investment and Financial Planning Officer and can be reached at MCaton@cnbank.com or (585) 419-0670 x50666.

We hope you enjoyed listening to "Ask the Experts" on News Radio WHAM 1180, broadcasted on Sunday, September 28th at 8:00pm.

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 the last call included Nancy Bowes, CFP®, Vice President, Investment Officer and Financial Planning Officer, and Maria Caton, AAMS®, Vice President and Investment Officer, of CNB's Wealth Strategies Group.


Highlights From the Show
Audio Clip

Do women have to take a different approach to planning finances?

 
 

Start a plan to save and establish long-term financial goals.

 

Key #1: Risk Management

 

Key #2: Cash Management

 

Key #3: Tax Management

 

Key #4: Investment Concepts
Determine objectives, evaluate risks, diversify holdings

 

Key #5: Retirement Planning

 

Key #6: Estate Planning

 

Start early and work with the right people.

 
You can also listen to the broadcast in its entirety here:  
 

For questions, feel free to contact Nancy Bowes, CFP® or Maria Caton, AAMS®.

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.