Permanent linkDonna 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]
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
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Audio Clip
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Part 1: The Benefits of Mediation and Understanding Your Complete Financial Picture
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Part 2: Honesty About Finances, Budgeting, and Considering the Impact of Taxes
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Part 3: Evaluating Settlement Proposals, Negotiations, and Updating Documents
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Part 4: Insurance and Developing Your Post-Divorce Financial Plan
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Posted by Ledwing Hernandez at 10/24/2022 02:06:30 PM