Norman Berk, CPA, CFP to speak on “Getting Our Affairs in Order” at Congregation Beth Shalom of the Blue Hills
“Getting Our Affairs in Order” to cover financial matters, including wills
Financial Planner and CPA Norman Berk will speak on “Getting Our Affairs in Order” at a special program of the Sisterhood of Congregation Beth Shalom of the Blue Hills on Sunday afternoon, March 3rd, at 2:00 p.m. This event is free and open to the public, with RSVPs requested, and refreshments will be served.
Mr. Berk has given numerous financial presentations during his more-than-30- year career, and has a solid understanding and knowledge of financial matters. He founded BCR Wealth Strategies, an investment and wealth management firm with offices in Boston, Alabama and New Jersey. He is also a Beth Shalom of the Blue Hills member.
His talk will include questions such as “Have you taken the time to create a Living Will?” and “Have you provided the necessary information to someone who needs to know?” His goal is to help you make things clear and easy for your loved ones when it will be their responsibility to handle your affairs.
For more information:
Congregation Beth Shalom of the Blue Hills is at 18 Shoolman Way (off Lodge Street) in Milton, and is handicapped accessible. There should be ample free parking, and no parking is allowed on Lodge or Maitland Streets. Excess parking is available on nearby Pleasant St. For more information, call 617-698-3394 or email [email protected].