Community Calendar

What you will learn:

• The variety of company retirement plans available to you, going beyond the traditional 401(k)
• How to evaluate which plan type makes the most sense for you, the business owner, based on your goals and also your company’s finances
• Tax savings, benefits, and employee morale ramifications of offering a plan
• What tax forms and paperwork is involved
• Where the fiduciary responsibility lies

Our Presenters:

James Nylund is a Financial Advisor with Wells Fargo Advisors, licensed to work as either a broker or a fee-only investment advisor. He has been with Wells Fargo Advisors for two years, having spent six years prior working with small business owners in Maine as an Account Executive for WGME 13. James is passionate about working one on one with individuals as well as businesses to help them plan effectively for their financial future. James grew up in New Jersey, but came to Maine 12 years ago to attend Bowdoin College. There, he met his wife, Emily, and they currently live in Portland with their cat, Slinky. J  When he’s not helping clients and following the markets, he’s often found playing sports, going upta camp, or staying in to cook, read, and spend time with his family.

Tracy Cassidy CPA has her own accounting and tax practice.  For almost 20 years, she has been working with non-profit organizations, small businesses and individuals with their accounting practices, business operations and tax needs.  Before going into business for herself 10 years ago, she formerly worked with Moss Adams, LLP., a large national firm.  She is a Certified QuickBooks Advisor and works with her clients not only to keep them in compliance at year end but to know their financial and tax situation throughout the year. Tracy lives in Brunswick with her husband, step son and four legged child, Puppy Dog.  If not crunching numbers, she can be found at the gym, walking the bike path, dreaming about the next trip to Acadia or relaxing in front of the TV.

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