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

June 15, 2022

5:30p - 8:00p

Glastonbury Boathouse

Glastonbury Boathouse

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

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