Denise Kelly-Dohse, CFP
®Vice President, Wealth Advisor, Canandaigua National Bank & Trust
[email protected]
Laurie Haelen, AIF
®Senior Vice President - Director of Wealth Solutions
[email protected](941) 366-7222 x 41970
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 Denise Kelly-Dohse, CFP®, Vice President, Planning Advisor, CNB Wealth Management who joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss these financial implications. How do you choose a cost-effective school? What should you know about student loans? Which repayment plan is right for you? We will answer these questions and more to assist you in making the best decisions for you and your financial future.
Broadcasted on May 2, 2023
For questions, feel free to contact Denise Kelly-Dohse or Laurie Haelen at 941.366.7222 x41970.
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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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