The following information is from the completed 2020 event. Please check back in the fall for details on next year. 

Our staff will be working remotely for the next few weeks to promote the health and safety of our community. Please visit the Contact Us page or email Info@StrategicHRus.com to get in touch.  


Maine HR Convention: May 11-15, 2020 – Virtual+ Edition


 

Barbara Appleby

As principal of BerryDunn Wealth Management, Barbara helps her clients navigate the changing circumstances of their lives as well as the financial marketplace. Often, her clients are facing a major life transition, such as retirement, career change, divorce, or the death of a parent or spouse.

Barbara is known for her ability to provide expertise guided by compassion and a genuine desire to meet her clients’ needs at times of change. She also has extensive experience with the unique financial demands facing high-wealth individuals, including wealth transfer and charitable giving.

In addition to offering financial planning, estate planning, and investment management to individuals, Barbara provides investment services for corporate retirement plans. She helps businesses and business owners meet their fiduciary obligations and assist their employees in having a successful retirement.

Prior to BerryDunn, Barbara was president of NorthStar Retirement Strategies. Before that, she practiced law at Drummond Woodsum and served as a law clerk to former chief justice Wathen of the Maine Supreme Court. Barbara is chair of the board for FAMA Ministries and is the founder and director of Morninglight Ministries. She has also previously served on the board of The Root Cellar.

Barbara holds FINRA registrations 6, 7, 24, and 66 and is a registered securities principal through Commonwealth Financial Network®, member FINRA/SIPC. She is also licensed for life, health, and variable insurance.

Sessions: Workshop C: Making Cents of Financial Wellness