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

November 18, 2021

12:00p - 12:45p

Webinar

Monthly Money Matters: Retirement Readiness

When people think about preparing for retirement, they generally think about retirement in terms of money – the money they have (or haven’t yet) saved. However, being prepared for retirement is about more than just what is in your financial portfolio.

December 16, 2021

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.

January 20, 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.

Past Events

October 21, 2021

5:30p - 7:30p

Noah Webster House

Noah Webster House Wine Tasting, Client Appreciation

As a thank you to all of my wonderful clients, I'd like to invite you to the Noah Webster House for a wine tasting and tour! **Please note: This event is exclusively for clients and their guests!

October 21, 2021

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.

October 14, 2021

5:45p - 8:00p

WeHa Brewing and Roasting Company

WeHa Brewing & Roasting Client Appreciation

As a thank you to all of my wonderful clients, I'd like to invite you to the brand new WeHa Brewing & Roasting Company for a night of fun! **Please note: This event is exclusively for clients and their guests! 

Event Registration