Saturday, June 22, 2019 @10am
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.
