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
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Audio Clip
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Identifying the Basics
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Considering the Next Generation
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Impact of Life Transitions
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Critical Conversations and Questions
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