Skip to main content

Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

Your Bank > Education and Advice > CNB University

Caton, Maria

Title
Date
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
Nov 19, 2015
Give Your Retirement Plan an Annual Checkup
Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't revisited your plan yet in 2015, the end of the year may be an ideal time to do so.
Nov 19, 2015
Oct 15, 2015
The Importance of a Beneficiary Audit

As we approach the end of the year, many of our financial reviews with clients focus on portfolio performance and potential tax loss harvesting. Of equal importance to review is a beneficiary audit. A beneficiary audit is a “check up”

Oct 15, 2015
Aug 04, 2015
Age-Based Tips for Making the Most of Your Retirement Savings Plan

No matter what your age, your work based retirement savings plan can be a key component of your overall financial strategy. Following are some age based points to consider when determining how to put your plan to work for you.

Aug 04, 2015
Sep 28, 2014
Podcast: Six Keys to Financial Success for Women
Do women have to take a different approach to planning finances?
Sep 28, 2014
Previous 1 Next