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BerryDunn Wealth Management invites you to view our publication of Retirement Plan Perspectives, our quarterly retirement-focused newsletter designed to offer practical ideas and information to help you gain insight and take action to improve the quality of your company’s retirement plan.

This quarter’s newsletter includes:

This issue offers practical ideas on how you can improve the quality of your plan and your fiduciary framework, while positively affecting the retirement outlook of your employees.

Please don’t hesitate to contact us if you have questions or wish to discuss anything about your company’s plan. Our team at BerryDunn Wealth Management has the expertise to help you evaluate and manage all aspects of your corporate retirement plan.

Barbara Appleby JD, MA, AIF®
Kristin Guibord MBA, AIF®

Kathy Reilley CPFA

Securities offered through Commonwealth Financial Network, Member Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser. Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. 100 Middle Street, Portland, ME 04101. 207-541-2200

  BerryDunn Wealth Management  100 Middle St., 4th Floor, Portland, ME 04101 USA
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