Broker Check
Eric J. Bergenn, Financial Planner

Events

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

June 15, 2022

5:30p - 8:00p

Glastonbury Boathouse

Glastonbury Boathouse

Please join us for a night of appreciation with dinner, music, and cocktails!

June 16, 2022

12:00p - 12:45p

Webinar

Monthly Money Matters: Retirement Readiness

Getting ready for retirement is about more than just money.

July 21, 2022

12:00p - 12:45p

Webinar

Monthly Money Matters: Asset Allocation

Eric will cover how to properly allocate a portfolio based on risk tolerance. He will cover diversification, risk, volatility, tax implications, and more.

August 18, 2022

12:00p - 12:45p

Webinar

Monthly Money Matters: Retirement Risks

Why is addressing retirement risks so critical? The same financial risks you might face today may have a greater impact during retirement. It is important to consider the risks you may face in retirement and understand how each risk can affect your retirement funding strategy.

Past Events

May 19, 2022

12:00p - 12:45p

Webinar

Monthly Money Matters: Common Money Mistakes

We'll discuss 52 common money mistakes (one for each week of the year!) and how to avoid them.

May 12, 2022

5:30p - 9:00p

J Restaurant | Bar

Nurses Appreciation Night

Enjoy hors d'oeuvres and a drink on us as a thank-you for all you do

April 12, 2022

5:30p - 7:00p

Barcelona Wine Bar

Your Money Matters

Maximizing & Protecting the Value of Your Biggest Investments.

Event Registration