Your Bank > Education and Advice > CNB University

CNB Financial Wellness Show (Podcasts)

Title
Date
May 23, 2022
Podcast: College Costs - Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode with Charles Cox, CFP®, Vice President,
May 23, 2022
Feb 23, 2022
Podcast: Divorce After 50 and Finances

While divorce can happen at any age, over the last 20 years, the rate of divorce has doubled for couples over 50. In this episode, Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor and Margaret Whelehan, CDFA®, Vice President, Financial Advisor with CNB Wealth Management join CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions, to discuss this trend. Tune in to learn more about the unique financial challenges divorce poses to people over the age of 50 and how a Certified Divorce Financial Analyst® can help.

Feb 23, 2022
Sep 14, 2021
Podcast: Estate Planning for the 99%

An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.

Sep 14, 2021
Mar 26, 2021
Podcast: Budgeting - Needs, Wants, and Wishes

Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor with CNB Wealth Management, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life.

Mar 26, 2021
Previous 1 Next