Education and Advice



As part of our commitment to financial education and advice, CNB’s financial experts come together regularly to tackle important and relevant financial topics to help give you the knowledge to make tough decisions easier for you.

CNB-Financial-Wellness-Show-LogoCNB Financial Wellness Show

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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Budgeting  - Needs, Wants, and Wishes
Budgeting is the foundation of a great financial plan. But how can establishing a budget provide you with more financial freedom and less financial stress? In this episode, Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions and Donna Cator, CFP®, CDFA®, Vice President, Wealth Advisor, join CNB’s Pittsford Bank Office Manager, Harry Gibbs, to break down the basics of budgeting. What is a budget? Why is having a budget important? How do you get started? We answer these questions and more so you can put this financial tool to work in your own life.

Ask the Experts

Ask the Experts is hosted by WHAM Radio 1180 and is a financial forum for education and advice. CNB experts are often featured to answer questions on financial topics that interest you. Shows listed here originated as part of WHAM 1180’s Ask the Experts series.

How to Protect Yourself Financially When Going Through a Divorce
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.

Investments - A Recap of 2020 and the Outlook for 2021
The experts of this show featured Jason W. Fitzgerald, CFP®, Senior Vice President, Wealth Advisor - Team Leader, and Brian J. Murphy, CIMA®, Vice President, Senior Investment Strategist.

Preparing for Medicare Annual Enrollment
The experts of this show featured CNB's Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, Canandaigua National Bank & Trust, and Jane Ahrens and Tina Scahill of Ahrens Benefits Company.

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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