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Your Bank > Education and Advice > CNB University

Whelehan, Margaret

Title
Date
Oct 25, 2017
Podcast: Understanding Medicare and the Upcoming Open Enrollment

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 CNB’s Margaret Whelehan, Vice President – Personal Banking Insurance Agency Manager

Oct 25, 2017
Jun 07, 2017
What It Means to Be a Financial Caregiver for Your Parents
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Jun 07, 2017
May 31, 2017
Podcast: Long-Term Care Strategies

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 Margaret Whelehan, Vice President, Canandaigua National Bank & Trust and Susan

May 31, 2017
Oct 18, 2016
Managing Your Health Savings Account Funds
Learn how to manage your Health Savings Account funds. Topics include: HSA contributions, HSA distributions, HSA rollovers and more!
Oct 18, 2016
Oct 12, 2016
What kind of Insurance Coverage Does your Business Need?
Your insurance needs will obviously depend in part on the type of business you operate. However, all business owners should consider at least three types of insurance.
Oct 12, 2016
Oct 11, 2016
Setting Up a Health Savings Account
Learn the basics of HSA accounts including: what is an HSA account? Who is eligible for an HSA? How do you open an HSA? Who can make contributions to an HSA?
Oct 11, 2016
Jul 19, 2016
Podcast: Recent Changes in Planning for Long-Term Care Costs

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 Maggie Whelehan, Vice President, Canandaigua National Bank and Trust, and Susan Suben, President, Long Term Care Associates.

Jul 19, 2016
Jun 30, 2016
Do You Have the Right Medicare Coverage?

Medicare can be very complicated. You understand that something happens/must be done when you reach your 65th birthday. There are many rules that may or may not apply to you if you are retired, still working, covered by an employer plan, covered by spouse’s employer plan. The size of your company will also make a difference.

Jun 30, 2016
Jun 24, 2016
What Information Will I Need Before Shopping for an Auto Insurance Policy?
Shopping for auto insurance might sound like a drag, but it's important for you to have appropriate coverage in the event of an accident. Following are some guidelines to consider when purchasing your auto insurance policy.
Jun 24, 2016
May 20, 2016
Life Insurance and Terminal Illness

What if you were faced with the heart-wrenching news that you were terminally ill? How would you provide for the continued financial support of your family and loved ones? How would you and your family pay for the expenses related to your medical care and comfort? Your life insurance policy may be a valuable resource for you and your family.

May 20, 2016
May 06, 2016
Properly Insuring Your Business

Property and casualty insurance provides coverage for losses due to the physical damage or destruction of your business. With the right policy, neither fire nor exploded boiler can put you out of business. Everything from your office building to your cabinets to your water cooler can be covered.

May 06, 2016
Apr 19, 2016
Podcast: Making Your Long-Term Care Plan A Success
Maggie Whelehan, Vice President, Canandaigua National Bank and Trust, and Susan Suben, President, Long Term Care Associates, will discuss how to successfully plan for long-term care, focusing on the nature of the long-term care insurance market, claims history, affordability of premiums, and policy design.
Apr 19, 2016
Dec 21, 2015
Taxes, Retirement, and Timing Social Security
The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. But sometimes it may make more sense to take taxable distributions from retirement plans in the early years of retirement while deferring the start of Social Security retirement benefits.
Dec 21, 2015
Sep 26, 2015
Podcast: Top 10 Social Security Myths
Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 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 Donna Cator, CFP®, Vice President and Investment and Financial Planning Officer, and Maggie Whelehan, Personal Banking Manager.
Sep 26, 2015
Jun 04, 2015
To Procrastinate or Not? That Is The Financial Question

The definition of the word procrastinate is to delay or postpone action put off doing something. If we get sick, many of us will not delay or postpone a trip to the doctor and or recommended medication. Why? Because the

Jun 04, 2015
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