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Podcast: How to Protect Yourself Financially When Going Through a Divorce

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D Cator
Donna Cator, CFP®, CDFA®
Vice President - Wealth Advisor
[email protected]
941.366.7222 x50623
M-Whelehan
Margaret M. Whelehan, CDFA®
Vice President, Financial Advisor, Canandaigua National Bank & Trust
[email protected]

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Donna L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Margaret M. Whelehan, CDFA®, Vice President, Financial Advisor, Canandaigua National Bank & Trust.

Broadcasted on May 29, 2021

For questions, feel free to contact Donna Cator at 941.366.7222 x50623 or Margaret M. Whelehan.

How to Protect Yourself Financially When Going Through a Divorce   Audio Clip  

Part 1: The Benefits of Mediation and Understanding Your Complete Financial Picture
 

 


Part 2: Honesty About Finances, Budgeting, and Considering the Impact of Taxes


 


Part 3: Evaluating Settlement Proposals, Negotiations, and Updating Documents


 


Part 4: Insurance and Developing Your Post-Divorce Financial Plan


 

Posted by Kelly Sheridan at 07/30/2021 10:10:58 PM 

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