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Podcast: Preparing for a Secure & Rewarding Retirement

T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50689
N Bowes 2014
Nancy E. Bowes, CFP®
Vice President, Wealth Advisor
(585) 419-0670 x50673

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 Tom Benner, CFP®, and Nancy Bowes, CFP®, Vice Presidents - Wealth Advisors.

Broadcasted on March 10, 2018

For questions, feel free to contact Tom Benner at (585) 419-0670 x50689 or Nancy Bowes at (585) 419-0670 x50673.  

Preparing for a Secure & Rewarding Retirement


Audio Clip


Importance of Retirement Planning


What is a Certified Financial Planner and How Can They Help?


Planning and Saving for Healthcare


Resources Available Across CNB Wealth Management’s Team of Experts


This material is provided for general information purposes only. 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.