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Ask the Experts (Podcasts)

Title
Date
Jun 11, 2020
Podcast: Investment Strategies for Today’s Volatile Markets
The experts of this show featured Stephen Krauss, Vice President, Wealth Advisor, and Brian Murphy, Vice President, Senior Investment Strategist, from CNB Wealth Management.
Jun 11, 2020
Apr 08, 2020
Podcast: Small Business Administration (SBA) Loan Programs
The experts of this show featured Darrin Brentnall, Vice President, Relationship Manager/SBA, Canandaigua National Bank & Trust and Virginia Smith, Rochester Branch Manager, U.S. Small Business Administration.
Apr 08, 2020
Feb 11, 2020
Podcast: Unpacking The SECURE Act - What it is & What it Means for Your Retirement Future
Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
Feb 11, 2020
Dec 04, 2019
Podcast: Commercial Loans - Moving Our Community Forward

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 John Eilertsen, Vice President, Relationship Manager, and Jason Tonkery, Vice President, Relationship Manager.

Dec 04, 2019
Oct 04, 2019
Podcast: Preparing for Medicare 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 Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Jane Ahrens of Ahrens Benefits Company.
Oct 04, 2019
Aug 19, 2019
Podcast: Financing for Business and Commercial Real Estate Development
The experts of this show featured Brendon Crossing, Senior Vice President, Relationship Manager, and Jason DeWitt, Vice President, Relationship Manager.
Aug 19, 2019
Jun 19, 2019
Podcast: Most Frequently Asked Estate Planning Questions
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 Amy K. Boyd Ertel, Esq., CTFA, Vice President, Trust Officer,
Jun 19, 2019
Mar 26, 2019
Podcast: Finance Structures & Strategies to Support Your Business or Real Estate Project
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 Charles J. Vita, Senior Vice President, Group Manager, Commercial Services...
Mar 26, 2019
Feb 11, 2019
Podcast: Recent Changes to Income Tax Laws
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 Jason Fitzgerald, CFP®, Senior Vice President, Wealth Advisor
Feb 11, 2019
Nov 30, 2018
Podcast: Common Estate Planning Mistakes & How to Avoid Them

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 L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Jillian

Nov 30, 2018
Oct 16, 2018
Podcast: Learning About and Preparing for Medicare
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 Denise Kelly-Dohse, CFP® Vice President, Wealth Advisor, and Nancy Skelton, Manager, T65 & Beyond.
Oct 16, 2018
Aug 07, 2018
Podcast: Unique Challenges Facing Women in Estate Planning

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®m ChSNC®, AAMS® Vice President, Wealth Advisor, and Donna

Aug 07, 2018
Jun 20, 2018
Podcast: How to Build a Winning Environmentally and Socially Responsible Investment Strategy

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 Laurie Haelen, AIF®, Senior Vice President, Manager of Wealth Solutions, and

Jun 20, 2018
Mar 21, 2018
Podcast: Preparing for a Secure & Rewarding Retirement

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 Tom Benner, CFP®, and Nancy Bowes, CFP®, Vice Presidents Wealth Advisors.

Mar 21, 2018
Feb 07, 2018
Podcast: The Path to Achieving Your Financial Goals in 2018 and Beyond

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®, CDFA® and Michael Schiller, CFP®, Vice Presidents Investment

Feb 07, 2018
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