About Us

Seminar Series

Canandaigua National Trust Company will host a series of seminars at the Ritz-Carlton. Get knowledge from our industry experts, enjoy a special performance from local artists, and leave with education that adds value to your financial plan.  Space is limited, register today! 

All lunch seminars held at:

The Ritz-Carlton
1111 Ritz Carlton Drive, Sarasota, FL 34236
Register Online by clicking "register now" button to the right of each luncheon and follow the steps to confirm. 
Register by Phone or Email to Denise Serena at (941) 366-7222 or DSerena@cnbank.com. 


Planning for the Unknown

Planning for the Unknown
Protect your financial well-being in the face of unplanned events.
Presented by James P. Terwilliger, PhD, CFP®
Tuesday, January 15th | 11:00am-1:00pm

How does one plan for unexpected events? This would be more easily managed if we could predict the future. We have developed a model to distinguish true emergencies from other non-recurring, but planned, events. Understanding the differences and how to deal with them will give you the tools you need to better handle both. Come and learn how you can better prepare yourself to weather the financial storms of the unknown.

RSVP deadline January 11, 2019


 
Once I'm Gone

Once I’m Gone
How to secure a future for your spouse, child, or partner.
Presented by Suzanne Ellin, JD, CGMA, CTFA, CFP®
Wednesday, January 30th | 11:00am-1:00pm

It’s common for families to have one person who handles the finances, and problems arise quickly when that person can no longer handle these affairs. As Trustees, we are often called upon to help a family member who is left behind or who can’t perform the tasks their loved one needs. With proper planning, we can minimize the financial impacts and guide clients through a process that ensures they and their loved ones continue to be taken care of in their time of need.

RSVP deadline January 25, 2019


 
Dangerous Waters Ahead

Dangerous Waters Ahead
Learn to invest and thrive in an increasingly volatile world.
Presented by Geoffrey E. Blyth
Wednesday, February 13th | 11:00am-1:00pm

Investors tend to react more emotionally during volatile market cycles. While that’s a natural human response, it’s usually not a good financial one. Understanding how a disciplined and time-tested process can smooth the investment waters will give you the confidence to remain calm during unsettled times. Discover why it’s important to stay on course during foul market weather.

RSVP deadline February 8, 2019


Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida, and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments and services may be offered through affiliate companies.   

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