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Your Bank > Education and Advice > CNB University

Podcast: Take Charge of Your Retirement

M Mazzochetti
Mark S. Mazzochetti, CISP is Vice President - Retirement Services Officer and can be reached at MMazzochetti@CNBank.com or (585) 419-0670 x50606.
D Dohse
Denise Kelly-Dohse is Vice President - Financial Planning Officer and can be reached at DKelly@CNBank.com or 585-419-0670 x50619.

We hope you enjoyed listening to "Ask the Experts" on WHAM 1180, Sunday, September 22nd at 7pm.

Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you. The experts of the last call included Denise Kelly-Dohse, Assistant Vice President, Financial Planning Officer and Mark Mazzochetti, CISP, Vice President, Retirement Services Officer, as they discussed ways to take charge of your retirement.


Highlights From the Show
Audio Clip

How CNB Can Provide Education and Advice For Your 401(k) Strategy

 
 

What is the difference between a Traditional IRA and ROTH IRA?

 

How Do You Manage Your Spending Needs Into Retirement?

 

How Does Social Security Factor in to Your Retirement?

 

How Much Can You Contribute to Your 401(k)?

 

How Much Should I Save For Retirement?

 

Need to "Catch Up" on Your Retirement Savings?

 

The advantages of Roth IRAs

 

The benefits of rolling over a 401(k) account from previous employer  

 

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

 

For questions, feel free to contact Denise Kelly-Dohse and Mark Mazzochetti.

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.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Bank & Trust nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.

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