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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.
Subscribe to our podcast on Apple Podcasts*, Google Podcasts or wherever you listen to podcasts.
College Costs - Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode with Charles Cox, CFP®, Vice President, Planning Advisor, CNB Wealth Management who joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions as they discuss these financial implications. How do you choose a cost-effective school? What should you know about student loans? Which repayment plan is right for you? We will answer these questions and more to assist you in making the best decisions for you and your financial future.
Divorce After 50 and Finances
While divorce can happen at any age, over the last 20 years, the rate of divorce has doubled for couples over 50. In this episode, Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor, CNB Wealth Management, and Margaret Whelehan, CFP®, CDFA®, Vice President, Financial Advisor with Canandaigua Investment Services*** join CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions, to discuss this trend. Tune in to learn more about the unique financial challenges divorce poses to people over the age of 50 and how a Certified Divorce Financial Analyst® can help.
Estate Planning for the 99%
An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.
All CNB Financial Wellness Show Episodes
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.
Financial Fraud and How You Can Avoid Becoming a Victim
The experts of this show featured Todd Billcliff, CFE, Vice President, Fraud Risk Officer, and Ryan Kaiser, CFE, Assistant Fraud Risk Manager.
Estate Planning Assets - Common Mistakes and How to Avoid Them
The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Kevin D. Kinney, CTFA, Vice President, Trust Officer.
Generating Income in Retirement
The experts of this show featured Stephen Krauss, CFA®, Senior Vice President, Senior Wealth Advisor, and Charles Cox, CFP®, Vice President, Planning Advisor.
All Ask the Experts Episodes