← ALL EVENTS
16/05/2024
21/04/2025
May 2024 Financial Advising Open Office hours
Join licensed financial advisors Holly Simeone and Lauren Beckett for free, friendly financial advice during Open Office Hours at Berkshire Money Management.
About the event
Open Office Hours are an opportunity for everyone in the community – regardless of income, net worth, age, or life stage – to drop in for a one-on-one conversation about your money.
Can’t make it in? Call us during Open Office Hours at (413) 997-2006.
We can help with:
Budgeting, saving, retirement, medicare, social security, 401(k)s and 403(b)s, workplace benefits, Estate planning, walk-ins are encouraged.
Best for:
All are welcome, regardless of age, income, net worth, or life stage. Come just as you are … and be ready to learn about your money!
-
Holly Simeone
Financial Advisor
Your Host
Holly is a Certified Estate and Trust Specialist and financial advisor at Berkshire Money Management. She is skilled at helping recently or soon-to-be retired professionals secure their financial futures. Holly specializes in guiding families through the often-emotional process of structuring their estates to protect legacies and reduce taxes. -
Lauren Beckett
Assistant Director of Financial Planning
Your Host
As part of our financial planning team, 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.
