About this Event
Like any successful relationship, a prosperous future requires more than good intentions.
Grab your partner and join the licensed financial advisors and CERTIFIED FINANCIAL PLANNER® professionals of Berkshire Money Management for a Valentine's Day dinner that will change your relationship with money and each other!
Enjoy a 3-course meal as our advisors lead you through a series of conversations and exercises designed to help strengthen not just your financial and retirement picture, but your relationship, too. By the time you finish your dessert, you’ll have a better understanding of your partner and the knowledge and tools that will help you build a confident, harmonious retirement – hand in hand.
*Investment in securities, including mutual funds, involves the risk of loss. Industry examinations, registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Event Venue & Nearby Stays
Mazzeo's Ristorante, South Street, Pittsfield, MA, USA, United States
USD 25.00