Broker Check
Eric J. Bergenn, Financial Planner


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 24, 2020

6:00p - 7:00p

Hartford Flavor Company

Cocktail Tasting

Client Appreciation Cocktail Tasting!

August 26, 2020

11:00a - 5:30p

Webinar - Zoom

State of the Markets

Join 3 of my colleagues and me as we discuss what to do with recent market volatility.

Event Registration