Financial Wellness for Retirement and Beyond Zoom or in Person options

Presented by Katherine Newey, Financial Planner and Investment Advisor Representative at Baystate Financial
Overview: Financial Wellness is the ability to have control over your budget, resources to absorb a financial shock and be on track to reach your financial goals.
This presentation will provide farmers with an overview of saving, investing, retiring and estate planning. The goal is to demystify the world of financial planning to help you get started or make smarter financial decisions for the long-term.
Katherine understands that financial planning looks diƯerent for everyone, there’s not a one size fits all approach. As a farmer herself, she is uniquely positioned to present this information in a way that is relatable to farmers of all ages, income levels and areas of life.
Date: Wednesday, January 15th
Time: Lunch at 12:30 pm, sponsored by Berkshire Conservation District
Presentation 1-3 pm
Location: Berkshire Athenaeum
1 Wendell Ave, Pittsfield, MA 01201
Athenaeum Room (upstairs, back right corner)
*Option to Zoom