Canandaigua National Trust Company of Florida (CNTF), an affiliate of Canandaigua National Corporati
The 2022 Canandaigua National Corporation Annual Report & Financial Statements is now available.
"In all, 2022 was another successful year," writes CNB's President and CEO Frank H. Hamlin, III. "As we march into the challenges and opportunities of 2023, we continue to do so with a strong and loyal customer base, a strong dedication to our community and a strong brand."
Read the full report at: https://bit.ly/439Dn0A
- A best practice in estate planning is to regularly review your beneficiary designations in wills, powers of attorney, living wills, health care proxies and other planning documents. Beneficiary designations override the will and help avoid the probate process.
CNB's James P. Terwilliger, SVP, Senior Planning Advisor, shares why this step is so important when assets such as IRAs, Roth IRAs, qualified employer retirement plans, life insurance death benefits, and deferred annuities all pass to heirs via beneficiary designations provided to plan administrators by the owner. Generally, the will only becomes involved when no beneficiaries are named.
Learn more at: https://bit.ly/3Hfyo5t
- There are many tools you to help you achieve your estate planning goals, but a Will is probably the most vital. CNB's Amy K. B. Ertel, Esq., shares insight on why, even if you're young or your estate is modest, you should have a legally valid and up-to-date Will.
Learn more at: www.CNBank.com/will
- Yet you need not be a Rockefeller to benefit from multigenerational planning. With proper planning and by focusing on three key things—communication, documentation, and initiation—families can strengthen mutigenerational relationships and build smooth transitions for a family's financial legacy. Learn more at: CNBank.com/familylegacy
- In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. In this article, CNB's Emma Netto, AVP, Manager of our Greece Ridge Community Office, offers tips on setting up a cash reserve, a pool of readily available funds that can help you meet emergency or highly urgent short-term needs.
Learn more at: CNBank.com/SelfImprovementTip2/
- Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances.
CNB's Diana Perry, Manager of our Geneva Community Office, shares great info to help you understand social security benefits. Learn more at: CNBank.com/socialsecurity
Her journal is now a playbook for widows. Thank you Hedria Lunken for sharing your wisdom and your story today with guests of Canandaigua National Bank & Trust of Florida at our "Wisdom From Widows" event.
“Hedria showed you can take emotional and financial control of your life,” said Janice Zarro, a member of CNTF's Board of Directors.
Joining in today's inspirational and informative event were (L to R) Paul Tarantino, Suzanne Ellin, Donna Cator, author and speaker Hedria Lunken, Janice Zarro, and Bunny Skirboll.
Learn more at: www.cntrustcompany.com
Canandaigua National Trust Company is pleased to invite you to our complimentary seminar “Wisdom From Widows” - Navigating The Future, facilitated by Hedria Saltzman.
In this engaging presentation, Saltzman, author of “Square One at 51”, shares what she’s learned about being widowed, embracing a new road of change, and creating your own success despite the unexpected.
“Square One at 51” is a journal written by Saltzman when her husband died suddenly when she was 51. Hedria navigated her future as a widow putting two kids through college and building a business of her own.
Lunch and refreshments will be provided.
Space is limited. Register today!
Please RSVP by March 23 at: CNTrustCPlease RSVP by March 23 at: CNTrustC .com/Wisdom
You may also RSPV by calling Sandra Cusson at (941) 366-7222.
Saltzman's experience and writings around being a widow led Janice Zarro, Executive Director of the “Women's Resource Center”, to invite Hedria to conduct several interesting and successful seminars for widows.
Today Hedria is a client of Canandaigua National Trust Company of Florida where Janice Zarro is a Board Member. It is their partnership that is bringing the “Wisdom From Widows” event to you today.
Hedria will be joined in this session by Bunny Skirboll and Janice Zarro, both CNTF Board Members, who will participate as widows sharing their experiences.
CNTF will be represented by Donna Cator, CFP, CDFA, VP Wealth Advisor, and Suzanne Ellin, JD, CFP, CGMA, CTFA, & CFP SVP Trust Administration Officer, to answer and assist with any financial question of concerns that arise.
Please share this invite with Widows who could benefit from the real life experience, guidance, and wisdom this event will provide.
Janice Zarro, a Director of CNTF, shares her praise for the upcoming "Wisdom From Widows" event CNTF is hosting on Thursday, March 30 featuring widow, author, and speaker Hedria Saltzman.
In her book, “Square One at 51”, and in her presentation she shares what she's learned about being widowed, embracing a new road of change, and creating her own success despite the unexpected.
"I simultaneously struggled with grief and tending to the business of his death," said Zarro. "Hedria's words started coming back. Like "Plan A may longer work, but Plan B can be pretty good.""
More information on the event can be found at: www.CNTrustCompany.com/Wisdom
Saltzman's experience and writings around being a widow led Janice Zarro, Executive Director of the “Women's Resource Center”, to invite Hedria to conduct several interesting and successful seminars for widows.
Lunch and refreshments will be provided.
Space is limited. Register today! Please RSVP by March 23.
You may also RSPV by calling Sandra Cusson at (941) 366-7222.
Today Hedria is a client of Canandaigua National Trust Company of Florida where Janice Zarro is a Board Member. It is their partnership that is bringing the “Wisdom From Widows” event to the Sarasota Florida area.
A message from Canandaigua National Bank & Trust's President and CEO Frank H. Hamlin III on the recent news in the financial services industry.
Join us in honoring George Hamlin, Chairman of the Board, as he celebrates 45 years with CNB!
Janice Zarro, a Director of CNTF, shares her praise for the upcoming "Wisdom From Widows" event CNTF is hosting on Thursday, March 30 featuring widow, author, and speaker Hedria Saltzman.
In her book, “Square One at 51”, and in her presentation Hedria shares what she's learned about being widowed, embracing a new road of change, and creating her own success despite the unexpected.
"I wish I could know about the logistics of life before I became a widow. I had not a clue what I did not know," said Zarro. "Hedria by sharing her story showed me she survived and thrived."
Saltzman's experience and writings around being a widow led Janice Zarro, Executive Director of the “Women's Resource Center”, to invite Hedria to conduct several interesting and successful seminars for widows.
Lunch and refreshments will be provided.
Space is limited. Register today! Please RSVP by March 23 at: CNTrustCompany.com/Wisdom
You may also RSPV by calling Sandra Cusson at (941) 366-7222.
Today Hedria is a client of Canandaigua National Trust Company of Florida where Janice Zarro is a Board Member. It is their partnership that is bringing the “Wisdom From Widows” event to the Sarasota Florida area.
Janice Zarro, a Director of CNTF, shares her praise for the upcoming "Wisdom From Widows" event CNTF is hosting on Thursday, March 30 featuring widow, author, and speaker Hedria Saltzman.
In her book, “Square One at 51”, and in her presentation Hedria shares what she's learned about being widowed, embracing a new road of change, and creating her own success despite the unexpected.
"Hedria showed you can take emotional and financial control of your life even if you did not think you can," said Zarro. "Hedria, by sharing her story, gives you the framework to have the confidence to do it yourself."
Saltzman's experience and writings around being a widow led Janice Zarro, Executive Director of the “Women's Resource Center”, to invite Hedria to conduct several interesting and successful seminars for widows.
Lunch and refreshments will be provided.
Space is limited. Register today! Please RSVP by March 23 at: CNTrustCompany.com/Wisdom
You may also RSPV by calling Sandra Cusson at (941) 366-7222.
Today Hedria is a client of Canandaigua National Trust Company of Florida where Janice Zarro is a Board Member. It is their partnership that is bringing the “Wisdom From Widows” event to the Sarasota Florida area.
March is Women's History Month! Join us as we celebrate the contributions and leadership of women, today and through history.
- Keep yourself safe from tax fraud schemes this tax season with these easy tips.
CNB celebrated a historic year of giving in 2022, setting a record for contributions in the company’s 136 history. CNB’s $500,000 dollar-for-dollar match of all new and increased donations to United Way of Greater Rochester and the Finger Lakes’ Community Impact Fund supported efforts that culminated in an impressive $17.9 million annual campaign. Combined with additional United Way grants and initiatives, a grand total of $35.8 million was raised.
“Giving back to our community is who we are and who we have always been,” said Frank Hamlin, President, and CEO of Canandaigua National Bank & Trust. “We are honored to be a part of United Way serving the communities where our bank customers and employees live, work, and play.”
Canandaigua National Bank & Trust (CNB) announced 2022 set a record for contributions in the company’s 136 history. CNB’s $500,000 dollar for dollar match of all new and increased donations to United Way of Greater Rochester and the Finger Lakes’ Community Impact Fund supported efforts that cu...
Curious about how to increase your cyber security? Here are seven easy steps to strengthen your online presence.
Two of CNTF’s valued clients share why they selected CNTF to help secure their financial legacy. Hear from David and Susan Gorin, and also Bill Paxon and Susan Molinari on how the great team at CNTF is supporting their goals.
Investment Management, Trust and Estate Services - Sarasota, FL
1586 Main Street
Sarasota, FL
34236
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
Be the first to know and let us send you an email when Canandaigua National Trust Company of Florida posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.
Send a message to Canandaigua National Trust Company of Florida:
Dana J. Watts, Attorney at Law
Main StreetSchipani, Norman & McLain, P.A.
Main StreetEastmoore Crauwels & DuBose, P.A.
Ringling BoulevardWilliams Parker Attorneys at Law
South Orange AvenueLearn Work Close Real Estate Coaching
Curtiss Avenue
Kirk-Pinkerton, Attorneys At Law
S Pineapple Avenue
The Law Office of Chris M. Vorbeck, P.A.
Northgate Court
Freedom Rings Document Preparation Services
S Tamiami Trl
Marc J. Soss, Esquire. - Sarasota Estate Plan
Ringling Boulevard
#}
