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Planning for Retirement/Wealth Management

Rochester Business Journal Webinar Series

Local experts will discuss the latest issues you need to be aware of when planning for retirement and managing your investments.

WATCH REPLAY

Panelists:

Barbara Clemons
Jarrett Felton
Michael Schiller
Barbara Clemons
Lead Financial Planner
ESL Investment Services
Jarrett Felton
CEO
Invessent Wealth Management
Michael Schiller, CFP®
Vice President, Wealth Advisor
Canandaigua National Bank & Trust

Sponsored by:

CNB
ESL

Barbara Clemons serves as Lead Financial Planner with ESL Investment Services. In this role, Clemons works with a broad mix of individuals, providing financial planning, retirement planning, estate planning, and general financial advice. A graduate of SUNY Fredonia with a Bachelor of Business Administration, Clemons has also earned several industry certifications, including Certified Financial Planner, Chartered Financial Consultant, Chartered Advisor for Senior Living conferred by The American College, Chartered Life Underwriter and Certified Trust and Financial Advisor. Clemons serves as a board member of with the Rochester Childfirst Network and Rochester Estate Planning Council. She also is an Adjunct Professor at St. John Fisher College and a member with the Financial Planning Association.

Michael Schiller has over 28 years of experience in the financial services industry and has been with Canandaigua National Bank & Trust since 2008. As a Financial Planning Officer, Schiller provides clients at any life stage the tools and resources necessary to make educated and informed decisions to help them achieve their unique financial goals and circumstances. Prior to joining the CNB Wealth Management team in 2014, Schiller served CNB as a Personal Banker, working with clients to develop and implement personal financial plans.