Donna Cator, CFP
®, CDFA
®Vice President, Wealth Advisor
[email protected]941.366.7222 x50623
Margaret M. Whelehan, CDFA®
Vice President, Financial Advisor, Canandaigua National Bank & Trust
[email protected]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, CNB Wealth Management, and Margaret Whelehan, CFP®, CDFA®, Vice President, Financial Advisor with Canandaigua Investment Services*** 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.
Broadcasted on March 18, 2022
For questions, feel free to contact Donna Cator at 941.366.7222 x50623 or Margaret Whelehan.
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