Berkshire Money Managemen Adviser Gains Designations

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DALTON, Mass. — Zack Marcotte, a financial adviser on the Berkshire Money Management team, has been awarded the Accredited Investment Fiduciary designation as well as the Accredited Wealth Management Advisor designation. 

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. It is the culmination of a rigorous training program. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. 

The AWMA designation requires completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives and culminates with a complex exam that encompasses "real life" situations. Designees must renew their designation every two years by completing 16 hours of continuing education.

"The financial world isn't getting any easier for families to navigate," Berkshire Money Management founder and CEO Allen Harris said. "Once upon a time, financial advisors just picked investments and called you once per quarter. People like Zack know that’s old school. Today we find that investors, especially those with more assets, need a suite of services."

A native of the Berkshires,Marcotte began working at BMM while he was still in high school. Over the next decade, he was an integral part of building the firm (literally) from the ground up. He attended MCLA while still working with the seasoned team at BMM and earned his bachelor of business administration. He now serves as a financial adviser specializing in retirement planning.

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

Pittsfield Announces a Matter of Balance Program

PITTSFIELD, Mass. — The City of Pittsfield Health Department announced a new program "A Matter of Balance", a nationally recognized evidence-based fall prevention course designed by Maine Health.
 
This four-week program is scheduled to take place on Mondays and Thursdays from 1-3 p.m. at the Berkshire Athenaeum from March 4 to March 28. Participants are expected to attend both days, each week (a total of eight sessions) to complete the program.
 
This program is designed for older adults who have concerns about falling and want to make changes to reduce the risks of falling. Participants will also learn how to increase strength and balance while setting goals for increased activity.
 
This program is open to anyone who:
 
• Is concerned about falls.
• Interested in improving balance, flexibility, and strength.
• Has fallen in the past.
• Has restricted activities because of falling concerns.
 
To enroll in this course, community members must register in advance by calling the Pittsfield Health Department at (413) 499-9411. The registration deadline is February 29.
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