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Sorce, Matthew

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Feb 17, 2023
Get A Fresh Start on Your Finances in the New Year
The experts of this show featured Donna Cator, Vice President, Wealth Planning Advisor, and Matt Sorce, Assistant Vice President, Wealth Advisor.
Feb 17, 2023
Nov 16, 2022
Podcast: Starting Your Career - How to Maximize Your Employer-Sponsored Benefits

You’ve accepted a job offer and are on your way to starting your career. Chances are your new workplace offers a variety of benefits to their employees. But which options are right for you? In this first episode in our series of next generation podcasts, Matthew Sorce, CFP®, Assistant Vice President, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions new employees have about prioritizing benefits, contributing to HSAs, choosing a 401(k) plan, and more. Tune in to learn what you need to know to take full advantage of your employer-sponsored benefits.

Nov 16, 2022
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