Financial Advising Open Office Hours: Fall 2023

Portrait of Kimberly Campagna

By Kimberly Campagna • August 17, 2023

Join licensed financial advisors Holly Simeone, Lauren Russo, and Angela Elzner for free, friendly financial advice during Open Office Hours at Berkshire Money Management.

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.

Event Details

Fall 2023 Open Office Hours Dates:

  • Thursday, August 24, 3 to 5 pm
  • Thursday, October 12, 3 to 5 pm
  • Thursday, November 16, 3 to 5 pm
  • Thursday, November 30, 3 to 5 pm

Location:

Berkshire Money Management
161 Main Street, Dalton, MA

Cost:

Free and open to the community.

Eligibility:

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!

Appointments:

This event is open for walk-ins. No reservations or appointments are required.
You can RSVP on Facebook to share the event to your friends and family.

What we can help with at Open Office Hours

  • Budgeting
  • Saving
  • Retirement
  • Medicare
  • Social Security
  • 401(k)s and 403(b)s
  • Workplace benefits
  • Estate planning

Walk-ins are encouraged.

Can’t make it in? Call us during Open Office Hours at (413) 997-2006.


Your Open Office Hours Hosts

Portrait of Holly Simeone

Holly Simeone

Financial Advisor

Portrait of Lauren Russo

Lauren Russo

Certified Financial Planner

Angela

Angela Elzner

Paraplanner

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