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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.
Tickets are $50 per couple and include hors d'oeuvres, a three-course meal, and the evening's presentation. Every couple will be invited for a free, individualized consultation with one of our advisors.
*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.
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Event Venue & Nearby Stays
Mazzeo's Ristorante, 1015 US-20, Pittsfield, MA 01201-8211, United States,Pittsfield, Massachusetts
Tickets
USD 25.00
