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Your Bank > Education and Advice > CNB University

Ask the Experts (Podcasts)

Title
Date
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
Dec 11, 2017
Podcast: How to Create & Manage a Winning 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 Tom Benner, CFP® and Mike Schiller, CFP®, Vice Presidents Investment and

Dec 11, 2017
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
Aug 04, 2017
Podcast: Avoiding Costly Estate Planning Mistakes

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 Rita Nischal, Esq., Vice Presidents from the

Aug 04, 2017
Mar 24, 2017
Podcast: Retirement Planning
The experts of this show featured Tom Benner, CFP® and John Richardson, Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank & Trust.
Mar 24, 2017
Feb 15, 2017
Podcast: Enhancing your Financial Fitness in 2017
The experts of this show featured Jason Fitzgerald, CFP® and Jim Terwilliger, PhD, CFP®, Senior Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank and Trust.
Feb 15, 2017
Aug 19, 2016
Podcast: How to Prepare for a Secure and Rewarding Retirement
Statistics tell us that 10,000 Americans will retire every day for the next 20 years. That is a lot of people who should be thinking about planning for this stage of life. In this Ask The Experts podcast, Tom Benner and John Richardson from CNB's Wealth Strategies Group teach us how to prepare for a secure and rewarding retirement.
Aug 19, 2016
Aug 03, 2016
Podcast: 10 Most Common Estate Planning Mistakes

Your estate doesn't have to be very large before you need to start making some big decisions-decisions that will affect your family's well-being for many years to come. Tune into this edition of Ask the Experts to hear CNB's Laurie Haelen and Kate Noble discuss the 10 most common estate planning mistakes.

Aug 03, 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
May 31, 2016
Podcast: Enhance Your Financial Fitness in 2016

The experts of this show featured Donna Cator, CFP®, and Maria Caton, CFP®, Vice Presidents and Investment and Financial Planning Officers with our Wealth Strategies Group.

May 31, 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
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
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