Podcast: Estate Planning for the 99%

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A Boyd
Amy K. Boyd Ertel, Esq., CTFA
Vice President, Trust Officer
[email protected]
941.366.7222 x41960

An estate plan is an essential component to every financial strategy, and ensuring you have one in place now can provide you with peace of mind for the future. In this episode, Amy Boyd Ertel, Esq., CTFA, Vice President, Trust Officer with CNB Wealth Management, joins CNB’s Pittsford Bank Office Manager, Harry Gibbs, to discuss key points to consider when it comes to estate planning. What is an estate plan? Why should you have one? How do you plan for incapacity? What is the difference between an executor and a trustee? It’s never too early to start planning, so join us as we answer these important questions and more.

Broadcasted on October 5, 2021

For questions, feel free to contact Amy Boyd Ertel at 941.366.7222 x41960.

Estate Planning for the 99%

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 Sheridan at 10/19/2021 01:32:11 PM