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Your Bank > Education and Advice > CNB University

Podcast: Unique Challenges Facing Women in Estate Planning

M Caton 2014
Maria Caton, CFP®, ChSNC®, AAMS®
Vice President, Wealth Advisor
MCaton@CNBank.com
(585) 419-0670 x50666
D Cator 2014
Donna L. Cator, CFP®, CDFA®
Vice President, Wealth Advisor
DCator@CNBank.com
(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


 

This material is provided for general information purposes only. 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 its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.