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18/05/2026
24/05/2026
Health insurance, Social Security, and your retirement
Free presentation and Q&A for BHRSD and SBREA staff
About the event
Join the Berkshire Money Management team for a practical presentation and Q&A about your health insurance and retirement benefits as a public school employee. During this session, we’ll focus on the following topics:
- Current health insurance options for MTRS members
- Health Savings Accounts 101 – What are they for and who qualifies?
- The ABCs of Medicare
- Recent changes to Social Security eligibility for pensioned employees
- Social Security opportunities for married couples and divorcees
This event is open to all BHRSD staff and SBREA members.
Investments in securities may result in loss of income and/or capital.
Berkshire Money Management is not affiliated with, recommended or endorsed by BHRSD or SBREA.
We will discuss:
The unique healthcare and retirement benefits scenarios that affect public school employees and educators in the Massachusetts Teachers Retirement System.
Best for:
Educators and staff in the Berkshire Hills Regional School District and Southern Berkshire Regional Education Association.
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Lauren Beckett, CFP®
Assistant Director of Financial Planning
Your Host
Lauren guides clients on their journey to their next chapter. Whether that’s retirement, travel, volunteerism, or another goal, she helps clients envision their future, identify their goals, and develop and implement a plan for reaching them. -
Holly Simeone, CES™
Financial Advisor
Your Host
Holly helps women and individuals experiencing financial transitions (like divorce, inheritance, retirement, or the sale of a business) avoid costly mistakes, build a new future, and turn windfalls into lifetime income. -
Mike O’Brien, CRPC®
Financial Advisor
Your Host
Mike is dedicated to helping hardworking professionals in education, healthcare, and beyond feel more empowered today and in retirement with collaborative, values-based planning. Think of him like your financial coach—Mike will work closely with you to you set your goals and develop the financial strength you need to go all the way.
