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Ask the Experts (Podcasts)

Title
Date
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
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
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