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As part of our commitment to financial education and advice, CNB’s financial experts come together regularly to tackle important and relevant financial topics to help give you the knowledge to make tough decisions easier for you.
Tune in to hear from Canandaigua National Bank & Trust’s financial professionals as they discuss strategies for improving your financial wellness. No matter what stage of life you are in, this podcast provides you with the knowledge you need to take the stress out of finances so you can focus on reaching your financial goals.
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Budgeting - Needs, Wants, and Wishes
Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor with CNB Wealth Management, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life.
Ask the Experts is hosted by WHAM Radio 1180 and is a financial forum for education and advice. CNB experts are often featured to answer questions on financial topics that interest you. Shows listed here originated as part of WHAM 1180’s Ask the Experts series.
Paycheck Protection Program & Small Business Lending in 2021
The experts of this show featured Michael O'Donnell, Vice President, Business Banking Officer, and James Schrader, Vice President, Business Banking Officer.
Investments - A Recap of 2020 and the Outlook for 2021
The experts of this show featured Jason W. Fitzgerald, CFP®, Senior Vice President, Senior Wealth Advisor - Team Leader, and Brian J. Murphy, CIMA®, Vice President, Senior Investment Strategist.
Establishing Extended Relationships with Your Bank
The experts of this show featured Bethany Arnold, Vice President, Treasury Management Officer, and Greg Helmer, Vice President, Relationship Manager.