On Wednesday, May 2, 2012, The Washington Heights branch hosted an Estate Planning Seminar. The event was open to all members of the community. Our guest speaker was Mark Hamburgh, Attorney at Law, who specializes in Elder Law. Some of the topics in the seminar included pension and retirement accounts, will & trusts, life insurance, and related taxes and more. The audience, which was composed of both customers and non-customers alike, was so appreciative.
There was a resounding request for future seminars which the Bank plans to offer in the near future. The Bank was happy to provide Financial Journals to the attendees as a take-home item. These Financial Journals help to organize important numbers and financial information. For more information on the bank, its locations, products and services, please visit www.berkbank.com