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Podcast: Unique Challenges Facing Women in Estate Planning

M Caton 2014
Maria Caton, CFP®, ChSNC®, AAMS®
Senior Vice President, Manager of Financial Planning Services - Team Leader
[email protected]
(585) 419-0670 x50666
D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
[email protected]
(585) 394-4260 x50623

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 Maria Caton, CFP®, ChSNC®, AAMS® Vice President, Wealth Advisor, and Donna Cator, CFP® CDFA®, Vice President, Wealth Advisor.

Broadcasted on July 28, 2018

For questions, feel free to contact Maria Caton at (585) 419-0670 x50666 or Donna Cator at (585) 419-0670 x50623.  

Unique Challenges Facing Women in Estate Planning Audio Clip

Identifying the Basics
 

 


Considering the Next Generation


 


Impact of Life Transitions


 


Critical Conversations and Questions


 

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