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Your Bank > Education and Advice > CNB University

Podcast: Enhancing your Financial Fitness in 2017

J Fitzgerald 2014
Jason W. Fitzgerald, CFP® is Senior Vice President - Senior Wealth Advisor, Team Leader and can be reached at or (585) 419-0670 x50628.
J Terwilliger 2014
James P. Terwilliger, PhD, CFP® is Senior Vice President - Senior Planning Advisor and can be reached at or (585) 419-0670 x50630.

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 Jason Fitzgerald, CFP® and Jim Terwilliger, PhD, CFP®, Senior Vice Presidents from the Wealth Strategies Group, Canandaigua National Bank and Trust.

Broadcasted on January 28, 2017

For questions, feel free to contact Jason Fitzgerald, CFP® at (585) 419-0670 x50628 or Jim Terwilliger, PhD, CFP® at (585) 419-0670 x50630.  

Enhancing your Financial Fitness in 2017


Audio Clip

Understanding the Federal Income Tax Changes


Saving for Retirement (Accumulation Phase)



In Retirement (Distribution Phase)



Other Key Financial Matters



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