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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Reid Civics Class Holds Virtual Town Hall With Senator Hinds

By Brittany PolitoiBerkshires Staff
PITTSFIELD, Mass. — Reid Middle School students got a chance to quiz their state senator on Tuesday to kick off a student-led civics project.
 
The eighth-grade class prepared the questions for state Sen. Adam Hinds that were then vetted and chosen by the student civics leaders who represent each civics class.
 
Questions ranged from hates crime legislation, the First Amendment, the vaccination rollout, and getting back to a "new normal."
 
Principal Michael Henault said it was the changes made in 2018 to the state's history and social science curriculum framework that led to the virtual town hall with the senator. The core priority of the curriculum change was emphasizing and expanding civics education and supporting eighth-graders in a student-led civics project.
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