Podcast: Budgeting - Needs, Wants, and Wishes

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L Haelen
Laurie Haelen, AIF®
Senior Vice President - Manager of Investment and Financial Planning Solutions
[email protected]
941.366.7222 x41970
D Cator
Donna Cator, CFP®, CDFA®
Vice President - Wealth Advisor
[email protected]
941.366.7222 x50623

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.

Broadcasted on January 30, 2021

For questions, feel free to contact Laurie Haelen at 941.366.7222 x41970 or Donna Cator at 941.366.7222 x50623.

Budgeting - Needs, Wants, and Wishes

About the CNB Financial Wellness Show


Your financial life can be complicated. But it doesn’t have to be. Tune in to hear from Canandaigua National Bank & Trust’s financial professionals as they discuss strategies for improving your financial wellness. No matter what stage of life you are in, this podcast provides you with the knowledge you need to take the stress out of finances so you can focus on reaching your financial goals.

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The information in this podcast is educational and general in nature, and is based on the financial and regulatory environment as of the date of recording. It does not take into consideration the listener’s personal circumstances. Listeners should not act upon the content or information in this podcast without first seeking appropriate individualized advice from an accountant, financial planner, lawyer or other professional. The views expressed in this podcast may change without notice and may differ from those views expressed by other Bank personnel. The Bank makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast.

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Posted by Kelly Clark at 07/02/2021 05:30:27 PM