Berkshire Money Management Adviser Becomes Chartered Retirement Planning Counselor

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DALTON, Mass. — Berkshire Money Management's youngest teammate has recently become a Chartered Retirement Planning Counselor.

Nate Tomkiewicz, 22, who began as a BMM intern three years ago, has recently completed a rigorous course program through the College for Financial Planning, which gives him specialized skills to guide retirees through their retirement by identifying the potential roadblocks — passing assets to heirs, navigating the complex world of healthcare, Social Security —  that they may encounter.

Tomkiewicz also be able to help retirees take advantage of opportunities as they move into the next — and arguably the most important — phase of their lives.



"Nate's continuing education and emphasis on client-centered problem solving is a shining example of our business model," BMM founder and CEO Allen Harris said. "Gone are the days when clients work with us just for good service and investment performance. These are minimum standards nowadays."
 
In order to receive the CRPC designation, Tomkiewicz completed 40-plus hours of rigorous coursework that concluded with a qualifying exam. In addition to his work with the College for Financial Planning, he recently received (in December), through an accelerated degree program, his bachelor of science in business from the Massachusetts College of Liberal Arts and became a fulltime financial adviser at Berkshire Money Management.

 

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EforAll Ask The Experts Series

PITTSFIELD, Mass. — Entrepreneurship for All (EforAll) Berkshire County is launching an educational workshop series over Zoom targeted to small business owners.  
 
Funded by a Resiliency Grant from Mass Growth Capital Corporation and the Pittsfield Economic Revitalization Corporation (PERC), all programs will be free of charge to participants.
 
"We are so pleased to be able to award this MGCC Resiliency Grant to EforAll Berkshire County," Jay Anderson, the President of PERC said. "Small business owners will be able to connect with top professionals at no cost and address their own critical business needs.  We hope that many EforAll alumni,  minority and immigrant businesses that are vulnerable from the impact of the pandemic will take advantage of this great opportunity."
 
Beginning on Wednesday, Oct. 13 from noon-1:30pm, EforAll will give participants a chance to break into small groups on Zoom to consult with and learn from area professionals.  Attendees can come to any or all of the sessions.  Every week will feature a different topic and different experts as follows:
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