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.

Subscribe to our podcast on Apple Podcasts* or Google Podcasts**.

Third Quarter 2023 Market Commentary
2023 began with a hangover of sorts with the same troubles that plagued the market last year. But how has the situation changed year to date? In this inaugural episode in our series quarterly market updates, Brian J. Murphy, CIMA® Senior Vice President, Chief Investment Strategist joins Laurie Haelen, AIF®, Senior Vice President, Director of Wealth Solutions to discuss various aspects of financial markets over the past quarter as well as the current market climate. We’ll address inflation’s impact on the economy, the current labor market, valuations, possible opportunities with fixed income, and the importance of focusing on long term goals during times of market uncertainty.
College Costs - Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode with Charles Cox, CFP®, Vice President, Planning Advisor, CNB Wealth Management who joins CNB’s Pittsford Bank Office Manager, Harry Gibbs and Laurie Haelen, AIF®, Senior Vice President, Manager of Investment and Financial Planning Solutions as they discuss these financial implications. How do you choose a cost-effective school? What should you know about student loans? Which repayment plan is right for you? We will answer these questions and more to assist you in making the best decisions for you and your financial future.
Investing 101
To those not familiar, the stock market may seem like a complex, mystical being. But with the right strategy, investing can help you achieve your long-term financial goals. We’ll break things down to basics in this latest episode in our series of next generation podcasts. Tune in as Alexander Bell, Wealth Advisor joins Dario Saccente, Wealth Associate, CNB Wealth Management to answer common questions about stocks, bonds, mutual funds, investment styles, and more. With these helpful tips, you’ll be equipped with the knowledge you need to begin putting your money to work for you.

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.

Understanding Insurance and its Importance
The experts of this show featured Alexander Bell, Wealth Advisor and Norton Suda, CFP®, ChFC®, RICP®, Assistant Vice President, Wealth Advisor.

Key Considerations for Creating Your Estate Plan
The experts of this show featured Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions, and Ramona Green, CTFA, Vice President - Trust Officer.

Social Security - No One Size Fits All Approach
The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Adam R. Leszyk, CFP®, Senior Vice President, Senior Wealth Advisor.

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.

*Apple, the Apple logo, and Apple Podcast are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries.

 **Google Podcast™ mobile application is a trademark of Google LLC and this website is not endorsed by or affiliated with Google in any way.