Berkshire Money Management Hosts Free Virtual Retirement Planning Event
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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.
