Retirement Solutions for Non-Profits 

Does your organization offer a retirement plan that attracts and retains the best talent? Is your plan meeting the objectives it was designed to meet? This informative seminar will help you understand current retirement plan trends, evaluate the pros and cons of retirement options including 403(b) and 401(k), and strengthen your organization’s approach to benchmarking your plan. 

• Understand the value of offering a retirement plan
• Make the most of the retirement plan you have 
• Support employees with retirement plan education

ABOUT THE PRESENTERS

 
Paul Landry
AIF®, Retirement Plan Advisor 
Enterprise Wealth Services

Paul Landry joined Enterprise Wealth Services in 2017, bringing with him nearly 20 years’ experience in the financial services industry. His career began at Smith Barney's Corporate Client Group as a financial planning and marketing associate. He currently holds FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network®, in addition to his life, accident, and health insurance licenses. Prior to beginning his career in the financial services industry, Paul honorably served in the United States Marine Corps. He currently resides in Amesbury with his wife and three boys.

James O'Hearn
AIF®, CFP®, Wealth Services Manager
Enterprise Wealth Services

James O’Hearn is a 2006 graduate of the University of Massachusetts Amherst with a BS in business management. Upon graduation, James entered Enterprise Bank's Leadership Development Program. After successfully completing the program, he joined Enterprise Wealth Services in 2007. James has obtained his FINRA Series 7, 24, 63, and 65 securities registrations (held though Commonwealth Financial Network®) as well as his life, accident, and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner through Merrimack College. He attends Bentley University's Professional MBA program. James is active with the Lowell Parks & Conservation Trust, Pollard Memorial Library, and many other organizations throughout the area. He is a lifelong resident of Lowell.