Donna Cator, CFP
®, CDFA
®Vice President, Wealth Planning Advisor
[email protected]941.366.7222 x50623
Matthew P. Sorce, CFP®
Assistant Vice President, Wealth Advisor, Canandaigua National Bank & Trust
[email protected]The experts of this show featured Donna Cator, Vice President, Wealth Planning Advisor, and Matt Sorce, Assistant Vice President, Wealth Advisor.
Broadcasted on January 28, 2023
For questions, feel free to contact Donna Cator at 941.366.7222 x50623 or Matthew Sorce.
| Get A Fresh Start on Your Finances in the New Year
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Audio Clip
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Part 1 - Determine Your "Why" and Create a Financial Plan |
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Part 2 - Reduce Debt and Establish an Emergency Fund
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Part 3 - Take Your Financial Inventory
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Part 4 - Consider Tax Rules and Regulations
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This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.