Berkshire Money Management Hosts Free Virtual Retirement Planning Event

Print Story | Email Story

DALTON, Mass. — Berkshire Money Management will host a free virtual event on Tuesday, Jan. 14, at 6 p.m., aimed at helping individuals aged 59 and older achieve their retirement goals in 2025.

The 30-minute presentation, titled Retire This Year: Milestones, Timelines, and Tips for Ages 59+, will be led by Financial Advisor Holly Simeone, CES. The session will provide practical guidance on setting achievable retirement goals, navigating milestones and deadlines, optimizing savings and Social Security, and preparing for a fulfilling retirement.

A live Q&A session will follow the presentation, allowing attendees to ask questions and address specific concerns.

The event is free and open to the public. Registration is available at berkshiremm.com/retire-this-year.

Simeone, a Certified Estate and Trust Specialist, specializes in helping individuals nearing retirement secure their financial futures. She also promotes financial literacy through educational initiatives in the community.

Berkshire Money Management, based in Dalton and Great Barrington, offers comprehensive financial planning services, including retirement, estate, and tax planning, Social Security and Medicare coaching, and investment management.

If you would like to contribute information on this article, contact us at info@iberkshires.com.

Dalton Church to Host Three Stooges Film Festival

DALTON, Mass. — The Dalton United Methodist Church will host its annual Three Stooges Festival on Friday, April 11, at 7 p.m. The event will take place in the Fellowship Hall of the church, located at 755 Main St.

Bernie Klem, a Three Stooges enthusiast, will present five short films featuring the comedy trio. Klem will also provide information regarding the films' production and related trivia.

Refreshments and desserts will be available during an intermission.

The event is open to the public without an admission fee. A voluntary offering will be collected, with all proceeds designated for the church’s Roof & Restoration Fund.

Inquiries regarding the event can be directed to Bernie Klem at (413) 684-3286.

 

View Full Story

More Dalton Stories