Banking and Wealth Management - Page 12

SPONSORED CONTENT Wealth & Legacy / Wealth Management

Left to right , top row : CRISTINA FEDEN , SVP
Regional President , Eastern CT and RI
INNA WALKER , VP
MyBanker Relationship Manager
INTRODUCING BERKSHIRE BANK ’ S CENTER FOR WOMEN , WELLNESS AND WEALTH Delivers Confidence , Financial Literacy and a Plan for the Future
KATHRYN L . HERSEY , CFA ( she , her , hers ) SVP , Director of Wealth Management and
Chief Investment Officer
NEREIDA BRAASCH , FVP
Regional Branch Manager , Eastern CT
ELIZABETH TETZNER
Mortgage Loan Officer , RI ( not pictured )
Financial wellness , or lack thereof , has a significant impact on an individual ’ s overall wellness and well-being . Women make roughly 85 % of household spending decisions and money stress is real . Active participation in decisions concerning personal finances and your future wellbeing is key to achieving wellness .
The Center for Women , Wellness and Wealth financial advisors provide education on investing and are able to help answer planning questions and suggest solutions .
Women live roughly five years longer than men and most women will outlive their partners .
Longer lives translate into greater need for financial resources in retirement , particularly for health and long-term care costs .
Overseeing financial management , retirement strategies , long-term care planning and a number of other concerns will be met with innovation , personal guidance and knowledge to help women achieve holistic goals . Start your wellness journey today .
Learn how we can help , please contact :
New York , Connecticut , Vermont , Rhode Island , Massachusetts
800-773-5601 berkshirebank . com
KATHRYN L . HERSEY , CFA ( she , her , hers ) SVP , Director of Wealth Management and Chief Investment Officer 617.641.9204 • khersey @ berkshirebank . com
Banking products are provided by Berkshire Bank : Member FDIC . Berkshire Bank is a Massachusetts chartered bank .
Investment products are NOT FDIC-INSURED , are NOT A BANK DEPOSIT , NOT GUARANTEED BY THE BANK , NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY and MAY LOSE VALUE .
134 RHODE ISLAND MONTHLY l AUGUST 2022