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Your Bank > Education and Advice > CNB University

Podcast: The Path to Achieving Your Financial Goals in 2018 and Beyond

D Cator 2014
Donna L. Cator, CFP®, CDFA® is Vice President - Investment and Financial Planning Officer and can be reached at DCator@CNBank.com or (585) 419-0670 x50623.
M Schiller 2014
Michael Schiller, CFP® is Vice President - Investment and Financial Planning Officer and can be reached at MSchiller@CNBank.com or (585) 419-0670 x41958.

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 Cator, CFP®, CDFA® and Michael Schiller, CFP®, Vice Presidents - Investment and Financial Planning Officers.

Broadcasted on January 27, 2018

For questions, feel free to contact Donna Cator at (585) 419-0670 x50623 or Mike Schiller at (585) 419-0670 x41958.  

The Path to Achieving Your Financial Goals in 2018 and Beyond

 

Audio Clip

 

Road Map of Tax Reform Implications
 

 


Who Will Benefit from New Tax Laws?


 


Impact On Your Financial Picture and Retirement Strategy


 


Reviewing the Fundamentals


 

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Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Canandaigua National Bank & Trust does not provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.