January 2024 Financial Advising Open Office hours

Portrait of Kimberly Campagna

By Kimberly Campagna • January 4, 2024

Join licensed financial advisors Holly Simeone and Lauren Beckett 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

Date and Time:

Thursday, January 18, 2024
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 Beckett

Certified Financial Planner

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