Your Bank > Education and Advice > CNB University

Making Long-Term Care Costs Affordable

Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
[email protected]
(585) 394-4260 x42129

We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, November 27th at 8pm.

Ask the Experts is CNB’s financial forum for education and advice as local experts answer your questions on financial topics that interest you. The experts of the last call included Margaret Meyer, Assistant Vice President and Personal Banking Manager and Susan Suben, President & Owner, Long-Term Care Associates and Long-Term Care Consultant at CNB.

Highlights From the Show   Audio Clip  

1. Growing concerns of lack of long-term care.

 
 

2. What’s the probability that I will use my long-term care?

 
 

3. Costs of going without long-term care.

 
 

4. What are the options for businesses?

 
 

5. Who can I contact at CNB to learn more?

 
 

You can also listen to the broadcast in its entirety here:

 
 

For questions, feel free to contact Margaret Meyer or read more about CNB's Long Term Care options.


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 Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Bank & Trust nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.