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Upcoming Shows

Nov 9
David McNeff
Peak Consulting Group
The Work Life Balance Myth
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Nov 16
Curtis Picard
Retail Association
of Maine

Recruiting Retail
Employees in a
Tight Labor Market
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Nov 23
Kevin Lewis
Maine Community
Health Options

Healthcare Today
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Nov 30 – RERUN
Christopher S. Lockman
Verrill
Employee Benefits for
Small Employers
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Dec 7
Tom Ellis
The Jackson Laboratory
Successful Talent Management
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Dec 14
Jason Maxwell
MassPay
How the Sudden Death
of a Business Owner
Impacts Leadership and Family
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Dec 21
Tom McKeown
TrenData
Retaining Talent
Through the use of AI
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Dec 28 – RERUN
Clara Porter
Prevention, Action, Change
Bystander Intervention
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Jan 4 – RERUN
Nate Wilde
Live and Work in Maine
How Do We Bring
50,000 People
to Maine?
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Jan 11
Jeana Stewart
SMRT Architects and Engineers
Contemporary Workplace Environments
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Jan 18
Mark Gonska
Dise & Company
Avoiding Career Self-Sabotage
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Jan 25
Marianne Naess
Nordic Aquafarms
Sustainable Salmon Farming
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Archives

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The Retirement Crisis

Saturday, June 22, 2019 @10am

Download the Show Audio Here

Our Guest:

Kathy Reilley,
Senior Manager | CPFA

BerryDunn Wealth Management

Kathy collaborates with employers and retirement plan fiduciaries to help craft their retirement plan solutions. In addition, she helps manage their fiduciary requirements while ensuring the plan is effective in helping their employees prepare for a successful retirement.

She also provides top-notch service to clients on matters related to financial planning, investments, and insurance, and serves as BerryDunn Wealth Management’s compliance coordinator, assuring BerryDunn Wealth Management complies with an ever-evolving regulatory structure.

Barbara Appleby,
Principal | JD, AIF
BerryDunn Wealth Management

A seasoned professional, Barbara helps individuals and families navigate the changing circumstances of life and the complex financial market place to craft a customized financial plan. Often her clients are facing a major transition such as retirement, sale of a business, divorce, loss of a loved one, and career change. Barbara’s expertise and compassion consistently guide clients through these major events. Barbara also advises clients on charitable giving and wealth transfer. Working with businesses, she serves as advisor to retirement plans helping business owners meet their fiduciary obligations and providing cutting-edge education to employees.