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®, Senior Vice President, Senior Wealth Advisor - Team Leader, and James P. Terwilliger, PhD, CFP®, Senior Vice President, Senior Planning Advisor.
Broadcasted on January 27, 2019
For questions, feel free to contact Jason Fitzgerald at (585) 419-0670 x50628 or James P. Terwilliger at (585) 419-0670 x50630.
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New Federal Tax Law Changes
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Potential Impact On Your Financial Plan
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New York State Tax Law Changes
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How can CNB Wealth Management Help
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