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.

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Elizabeth Freeman Center Launches Rise Together for Safety and Justice

PITTSFIELD, Mass — Elizabeth Freeman Center (EFC) announced the launch of "Rise Together for Safety and Justice," an evolution of their annual Third Thursday Walk a Mile fundraiser. 
 
Like the previous 10 years, EFC will continue to hold its annual event in September, soliciting the support and participation of local businesses, organizations, and individuals to help raise awareness and support for the work its staff, board and volunteers do every day in domestic and sexual violence prevention and response.
 
"While our fundraiser theme has changed, our vision remains the same. We envision our community free from domestic and sexual violence in which all people live in safety, with dignity and justice," Executive Director Janis Broderick said. "We have been so grateful for the support of our annual fundraisers that grew each year. We hope that you will continue to support Elizabeth Freeman Center and Rise Together with us."
 
Rise Together will continue to be a family-friendly, community event, gathering together (as much as public health advisories allow) to walk, march, stroll, dance, and move together against domestic and sexual violence and for safety and justice. The safety of the community is EFC's priority. Like last year, walks will be held throughout Berkshire County for increased accessibility and due to COVID-19 precautions.
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